Money Talks – March 2, 2019

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Research Analyst Jacob Keen and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss earnings season as it draws to a close, interest rate spreads and the possibility of having a recession without an inversion of the yield curve, and several economic releases, including the S&P Case-Shiller home price index, Conference Board’s consumer confidence measure, and fourth quarter GDP. Jacob and Jarrett discuss an investor’s situation where she is fully invested in target-date funds outside of her 401(k). The experts also answer a listener’s question on drug makers Bayer and Merck, and provide advice for a couple in their 30s who want to pay off their house as soon as possible to live debt free.

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.