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.