November 18, 2023

Market Roundup: Covering November 13 – November 17, 2023; Study: Using Trusts to Pass on Wealth; Q&A Time: What are the “sweet spots” in the current Treasury market?

Read More

June 17, 2023

Market Roundup: Covering June 12 – June 16, 2023; Case Study: Secure Act 2.0 provisions for education expenses; Q&A Time: Should we worry about the market breadth?

Read More

March 11, 2023

Market Roundup: Covering March 6 – March 10, 2023; Case Study: Why Aren’t We Selling the Dogs? Q&A Time: Better to Hold an Annuity or Bonds from an Insurance Company

Read More

March 4, 2023

Market Roundup: Covering Feb. 27 – March 3, 2023; Case Study: How the SECURE Acts affected RMDs; Q&A Time: The valuation model and student loans

Read More

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…

Read More

April 2, 2022

Market Roundup: Covering the week of Mar. 28 – April 1, 2022; Investment Whys: Yield Curve, Inflation, and Interest Rates; Q&A Time: Spousal IRA Contributions and Real Estate

Read More