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.

Money Talks – December 22, 2018

This week on “Money Talks,” Research Analyst Jacob Keen is joined by Managing Associate Shawna Theriault, CPA, CFP®, CDFA®, and Associate Peter Lynch to discuss the recent rate hike from the Federal Reserve, as well as economic releases for Industrial Production and Retail Sales. The experts also take investors’ concerns about the recent volatility and discuss if it is possible to recession-proof your portfolio. They round out the show answering listeners’ questions on why you should check your credit report, Chinese technology company Alibaba, college net price calculators, high yield bond funds and insurance considerations for those getting a divorce.