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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November 19, 2022

Market Roundup: Covering Oct. 14 – Nov. 18, 2022; Case Study: What Might Work in a Recession? Q&A Time: How does the “rational” market pick which news to listen to?

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November 12, 2022

Market Roundup: Covering Nov. 7 – Nov. 11, 2022; Case Study: State Tax Snare for Remote Workers; Q&A Time: Lottery Winnings and Life Insurance

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