Q&A Time: Emerging Markets, LTC Policies, and Disability Riders

The “Money Talks” hosts answer listeners’ questions on emerging market funds vs. the S&P 500 Index, determining the need for long-term care insurance when one has no heirs, and the available riders for disability insurance policies. This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments,…

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.