Money Talks – November 17, 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 both the Producer Price and Consumer Price indices, jobless claims, and retail sales. They also discuss the week’s movement in interest rates. D.J. and Jarrett discuss asset protection when investors are required to take—sometimes significant—withdrawals from their retirement accounts. They discuss FDIC limits, SIPC and other ways to preserve principal. The experts also address listener questions on affordability in the housing market and safely online shopping for the holiday season.

Money Talks – November 10, 2018

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Research Analyst Jacob Keen and Associate Peter Lynch to cover the week’s economic news, including the October employment situation, International trade, and the ISM Nonmanufacturing Index. They also discuss the Fed’s monetary policy. The experts focus on a common concern among investors regarding expected market return considering where we are in the economic cycle and the market valuations. The hosts round out the show with listeners’ questions on biopharmaceutical company Amarin Corporation, tech company IBM, and spousal Social Security benefits after divorce.

Money Talks – November 3, 2018

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CPA, CFP®, CDFA®, and Associate Michael Griffin, CFP®, to discuss third quarter GDP, the University of Michigan Consumer Sentiment, and the conflicting report from the Conference Board about Consumer Confidence. They also touch on Personal Income and the ISM Manufacturing Index for October. The experts also hosted to a special guest this week, Lee Smith, Vice President of Operations for the Center for Family Resources in Cobb County. Lee shares with the “Money Talks” audience details about the CFR’s 33rd Annual Thanks for Giving food drive. The experts then tie it all together by discussing the benefits of charitable giving after tax reform. Lastly, They also answer questions on qualified charitable distributions from an inherited IRA, tech company The Trade Desk, and media company CBS Corp.

Interview: Lee Smith, Vice President of Operations for The Center for Family Resources

Managing Associate Shawna Theriault, C.P.A., CFP®, CDFA®, and Chief Investment Officer Troy Harmon, CFA, CVA, interview Lee Smith, Vice President of Operations for The Center for Family Resources, a Cobb County-based organization that works exclusively to serve local families and individuals that are either homeless or in danger of becoming homeless.