February 17, 2024

Market Roundup: Feb 12 – Feb 16, 2024; Case Study: The Final Tax Return; Q&A Time: Vanguard Real Estate Index Fund

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February 3, 2024

Market Roundup: Jan. 29 – Feb. 2, 2024; Case Study: Portfolio Moves and Politics; Q&A Time: P/E Valuations of U.S. and International Equities

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December 9, 2023

Market Roundup: Covering Dec. 4 – Dec 8, 2023; Case Study: Year-End Financial Moves; Q&A Time: Roth IRA Conversion taxes and Philip Morris International

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August 26, 2023

Market Roundup: Covering August 21 – 25, 2023; Case Study: Potential Pitfalls to a Backdoor Roth IRA; Q&A Time: Rolling over 529 Plan assets to a Roth IRA

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July 8, 2023

Market Roundup: Covering July 3 – July 7, 2023; Case Study: 401(k) Beneficiary Designations; Q&A Time: Employer Matching Contributions and “Do I need a will?”

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June 24, 2023

Market Roundup: Covering June 19 – June 23, 2023; Case Study: Estate Planning for Unmarried Couples; Q&A Time: Opinions on PDD Holdings, Inc.

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May 27, 2023

Market Roundup: Covering May 22 – May 26, 2023; Investment Whys: Deeper Dive into the Economy and Market; Q&A Time: J.P. Morgan Chase Co., Where are the investment opportunities?

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January 14, 2022

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch to discuss how the market is faring at the start of 2023, top movers in the market, and inflation. The hosts team up to discuss how when clients divorce, a…

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January 7, 2023

January 7, 2022

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analysts, Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to look back at 2022’s stock market and provide their outlook on what could be in store for both the stock market and the economy in 2023. Timestamps and…

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