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.

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.