Money Talks – March 16, 2019

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associates D.J. Barker, CWS®, and Shawna Theriault, CPA, CFP®, CDFA®, to talk about the week’s market movements and the yield curve as the two-year and five-year Treasury yields inverted. Shawna and D.J. team up to discuss cost basis and how important it is to keep good records, so you can substantiate your gains or losses at tax time. The experts address several listeners’ questions, including providing our opinions on Boeing, what you can do to improve your 2018 taxes, and whether or not you should loan your child money for a home down payment.

Money Talks – March 9, 2019

This week on “Money Talks,” Managing Associate K.C. Smith, CFP®, CEPA, and Associate Michael Griffin, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA to discuss the Manufacturing and Nonmanufacturing Indices, the Beige Book and jobless claims. K.C. and Michael discuss how some seniors who no longer itemize deductions after tax reform may be able to take advantage of qualified charitable distributions to lower their taxes. The experts also answer listeners’ questions on Procter & Gamble, financial issues before marriage, and using health savings accounts while on Medicare.

Money Talks – March 2, 2019

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Research Analyst Jacob Keen and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss earnings season as it draws to a close, interest rate spreads and the possibility of having a recession without an inversion of the yield curve, and several economic releases, including the S&P Case-Shiller home price index, Conference Board’s consumer confidence measure, and fourth quarter GDP. Jacob and Jarrett discuss an investor’s situation where she is fully invested in target-date funds outside of her 401(k). The experts also answer a listener’s question on drug makers Bayer and Merck, and provide advice for a couple in their 30s who want to pay off their house as soon as possible to live debt free.

Money Talks – February 23, 2019

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch to discuss year-to-date sector performance, fourth-quarter earnings, and housing news. Jarrett and Peter discuss how the accounts you use to save for retirement make a difference, and that tax diversification is something to consider. The experts round out the show answering listeners’ questions on toy makers Hasbro Inc. and Activision Blizzard, how often investors should meet with their adviser, and provide opinions on bank stocks.

Money Talks – February 16, 2019

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Principal Jennifer J. Thomas, CFP®, and Justin Wagner, AIF®, Client Relationship Manager – Retirement Services, to cover this week’s market action, the Consumer Price and Producer Price indices, and interest rates. Justin and Jennifer team up to discuss how investors should approach allocating their 401(k) investments. The experts also address listeners’ questions on aircraft manufacturers, what one can do with a 401(k) when leaving the workforce, and investing in Berkshire Hathaway.

Money Talks – February 2, 2019

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Jarrett McKenzie, CFP®, CWS®, and Associate Melanie Wells, CFP®, to discuss the week’s market movements, FOMC Monetary Policy, housing news, and interest rates. Jarrett and Melanie discuss how a little financial planning for retirement can greatly impact your taxes today. The experts also answer listeners’ questions on iRobot, holding annuities in your IRA, and how much money you should put down on a home purchase.