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.