Money Talks – October 22, 2018

This week on “Money Talks,” Senior Associate Jarrett McKenzie, CFP®, CWS®, and Justin Wagner, AIF®, a Client Relationship Manager in our Retirement Services division, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss the week’s rocky market movements. They cover the Federal Open Market Committee minutes from their last monetary policy meeting and the effect of rising interest rates. Justin and Jarrett discuss a case study around a couple who have several misconceptions regarding their 401(k) accounts and how much they should be saving. The hosts round out the show with some listeners’ questions on purported “buy and hold forever” stocks, in-plan Roth 401(k) conversions, and what to avoid when shopping long-term care insurance.

Money Talks – October 13, 2018

This week on “Money Talks,” it was an all research show as Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analysts Nick Antonucci, CVA, and Jacob Keen, to discuss September’s employment situation, the Producer Price Index and the Consumer Price Index.  The analysts discuss some investing basics for those looking to begin investing and grow their wealth. The guys round out the show by answering listeners’ questions on the undercurrent of negative market expectations from financial industry professionals, mutual fund class shares, and food delivery service GrubHub.