Money Talks – September 8, 2018

   This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss the Manufacturing and Nonmanufacturing surveys from the Institute of Supply Management. They also cover jobless claims, factory orders, international trade, and the yield curve. The…

Case Study: Concentration Risk Makes The S&P 500 Not the Best Benchmark

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to take a deeper look at a common investor sentiment about not keeping up with market performance. They discuss the faults with the S&P 500 index as a benchmark, the problems with chasing returns and portfolio risk.