Money Talks – November 3, 2018

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CPA, CFP®, CDFA®, and Associate Michael Griffin, CFP®, to discuss third quarter GDP, the University of Michigan Consumer Sentiment, and the conflicting report from the Conference Board about Consumer Confidence. They also touch on Personal Income and the ISM Manufacturing Index for October. The experts also hosted to a special guest this week, Lee Smith, Vice President of Operations for the Center for Family Resources in Cobb County. Lee shares with the “Money Talks” audience details about the CFR’s 33rd Annual Thanks for Giving food drive. The experts then tie it all together by discussing the benefits of charitable giving after tax reform. Lastly, They also answer questions on qualified charitable distributions from an inherited IRA, tech company The Trade Desk, and media company CBS Corp.

Interview: Lee Smith, Vice President of Operations for The Center for Family Resources

Managing Associate Shawna Theriault, C.P.A., CFP®, CDFA®, and Chief Investment Officer Troy Harmon, CFA, CVA, interview Lee Smith, Vice President of Operations for The Center for Family Resources, a Cobb County-based organization that works exclusively to serve local families and individuals that are either homeless or in danger of becoming homeless.

Money Talks – October 27, 2018

This week on “Money Talks,” Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss housing news with existing home sales, new home sales and mortgage applications all having been reported in the week. They also cover the Fed’s Beige Book and interest rates. Jarrett and D.J. team up for a case study on a couple who delayed Social Security but are taking required minimum distributions from their IRA. The experts also cover listeners’ questions on investing short-term money, when an investor should sign up for Medicare if he is delaying Social Security benefits, and what to do with a portfolio overweight in the Technology sector.