Money Talks – September 29, 2018

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Manager Dan DiLuzio, CPA, and Associate Michael Griffin, CFP®, to discuss the Conference Board’s reading of consumer confidence, the Federal Open Market Committee’s change to monetary policy and U.S. gross domestic product. They also discuss the revamped Communications Sector in the S&P 500 Index. Dan discusses recent IRS guidance on charitable donations that allow taxpayers to claim state tax credits designed to offset the limited state and local tax deductions. The experts also answer listeners’ questions on Home Depot, dividing a 401(k) with a QDRO, mobile application Momo Inc., as well as Roth 401(k) options and estate tax and gifting rules.

Money Talks – September 22, 2018

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, C.P.A., CFP®, CDFA®, and Associate Melanie Wells, CFP®, to discuss the week’s moves in interest rates and the yield curve, Consumer Sentiment from the University of Michigan, and industrial production and retail sales. Shawna and Melanie discuss the planning priorities for a couple who have been do-it-yourself planners and are now 10 years away  from retirement. The planners cover what the investors should look at and some of the more common issues pre-retirees should address. The experts round out the show by answering listeners’ questions on banks KeyCorp and Signature Bank, fixing errors in your credit report, and the speculation and unprecedented growth in cannabis stocks.

Case Study: Planning Becomes a Priority 10 Years Prior to Retirement

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, C.P.A., CFP®, CDFA®, and Associate Melanie Wells, CFP®, to discuss the planning priorities for a couple who have been do-it-yourself planners, and are now 10 years away from retirement. The planners cover what the investors should look at and some of the more common issues pre-retirees should address.