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.

Money Talks – January 26, 2019

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax and Business Consultant Jessie Thomas, CPA, and Managing Associate K.C. Smith, CFP®, CEPA to discuss year-to-date sector performance, December existing home sales, and mortgage applications. Jessie shares some of the common triggers for audits and some insight as to how the IRS determines who to audit. The experts also answer listeners’ questions on developing a business budget, industrial company Parker-Hannifin, and tax filing statuses.

Money Talks – January 19, 2019

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Chief Economic Adviser, Roger Tutterow, Ph.D., and Research Analyst Jacob Keen to discuss the week’s trading action, earnings from the Financial sector, and the yield curve. They also take a deeper dive into what has been driving the economy, including Fed policy, the government shutdown, and ongoing trade talks with China. They also cover a listener’s question on how cannabis stocks would affect the economy if they were legalized.

Money Talks – January 12, 2019

This week on “Money Talks,” Managing Associate D.J. Barker, CWS®, and Associate Michael Griffin, CFPsup>®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss December employment, the ISM Nonmanufacturing index, and the FOMC minutes from their December meeting. D.J. and Michael discuss a common trend at the beginning of the year: getting one’s financial house in order. They discuss the ideal debt-to-income ratio and how it affects your ability to get a mortgage and your credit score. They also discuss how to improve your debt-to-income ratio. The experts round out the show answering listeners’ questions on Apple’s recent decline, whether putting student loans in deferment is a good idea during a tough time, and tips on selling a home.