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MT-061719

June 15, 2019

This week on “Money Talks,” your hosts cover the week’s market movements, inflation indicators the Producer Price and Consumer Price indices, May’s Employment Situation, and April’s Wholesale Trade numbers.

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June 8, 2019

This week on “Money Talks,” your hosts are joined by special guest expert Rob Kling from Corporate Tax Advisors. The hosts discuss the week’s market movements and focus on year-to-date sector performance. With Rob, the experts discuss some of the specialized tax credits and deductions businesses can take, including research and development credits, cost segregation, and Section 179D. The show hosts also address a listener’s question on investment banker The Goldman Sachs Group, Inc.

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June 1, 2019

This week on “Money Talks,” Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen are joined by Managing Associate D.J. Barker, CWS® to discuss Consumer Confidence, mortgage applications and housing prices, and the second estimate of first-quarter GDP.

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May 25, 2019

This week on “Money Talks,” the hosts discuss the market’s movement for the week, how negotiations with China are developing, and mortgage news.

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May 18, 2019

This week on “Money Talks,” your hosts discuss the market’s movement for the week, what we’re seeing with interest rates and the yield curve as well as April’s Consumer Price Index and Industrial Production.

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May 11, 2019

This week on “Money Talks,” the hosts discuss how the U.S./China trade talks have affected the market, how earnings season has been, and interest rates. Jarrett and Jennifer team up to discuss a common situation amongst retirees:

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April 27, 2019

This week on “Money Talks,” your show hosts discuss the year-to-date market performance, unemployment, and the possibility of inflation compared to the health of the consumer. We also take a closer look at a common situation for young professionals-student loan debt. They discuss loan consolidation, repayment options, and the consequences of default. The Henssler experts…

042019

April 20, 2019

This week on “Money Talks,” Senior Associate Jarrett McKenzie, CFP®, CWS®, and Client Relationship Manager – Retirement Services Justin Wagner, AIF®, join Chief Investment Officer Troy Harmon, CFA, CVA to discuss sector performance for both the week and year to date. They also discuss interest rates and inflation indicators. The experts delve into a situation…

041319

April 13, 2019

This week on “Money Talks,” the hosts discuss the week’s market performance, the March employment situation, the Federal Open Market Committee minutes from the March meeting and the Producer Price and Consumer Price indices. The experts also take a closer look at how an investor’s desire to be a centenarian affects the financial plan. The…

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April 6, 2019

This week your “Money Talks” hosts discuss sector performance and, of course, the yield curve. Historically, interest rates and an inversion of the yield curve have been very indicative of a coming recession, so this is being watched closely along with other economic indicators. The Experts also delve into a couple’s situation where they are…

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March 30, 2019

This week your “Money Talks” hosts discuss concern over interest rates, jobless claims, and year-to-date sector returns. They also touch on housing news, wholesale trade, and consumer confidence. The experts discuss the situation of a business owner who has a 10-year plan to transition his ownership to employees but is concerned about what can happen…

032319

March 23, 2019

This week on “Money Talks,” we discuss the news from the Federal Reserve after their two-day meeting on monetary policy. They also cover interest rates, and sector performance for the week and year-to-date. Our experts also look at a couple’s situation where they are five years from retirement and are concerned about the likelihood of…

031619

March 16, 2019

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associates D.J. Barker, CWS®, and Shawna Theriault, CPA, CFP®, CDFA®, to talk about the week’s market movements and the yield curve as the two-year and five-year Treasury yields inverted. Shawna and D.J. team up to discuss cost basis and how important it is to keep good records, so you can substantiate your gains or losses at tax time. The experts address several listeners’ questions, including providing our opinions on Boeing, what you can do to improve your 2018 taxes, and whether or not you should loan your child money for a home down payment.

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March 9, 2019

This week on “Money Talks,” Managing Associate K.C. Smith, CFP®, CEPA, and Associate Michael Griffin, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA to discuss the Manufacturing and Nonmanufacturing Indices, the Beige Book and jobless claims. K.C. and Michael discuss how some seniors who no longer itemize deductions after tax reform may be able to take advantage of qualified charitable distributions to lower their taxes. The experts also answer listeners’ questions on Procter & Gamble, financial issues before marriage, and using health savings accounts while on Medicare.

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March 2, 2019

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Research Analyst Jacob Keen and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss earnings season as it draws to a close, interest rate spreads and the possibility of having a recession without an inversion of the yield curve, and several economic releases, including the S&P Case-Shiller home price index, Conference Board’s consumer confidence measure, and fourth quarter GDP. Jacob and Jarrett discuss an investor’s situation where she is fully invested in target-date funds outside of her 401(k). The experts also answer a listener’s question on drug makers Bayer and Merck, and provide advice for a couple in their 30s who want to pay off their house as soon as possible to live debt free.

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February 23, 2019

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch to discuss year-to-date sector performance, fourth-quarter earnings, and housing news. Jarrett and Peter discuss how the accounts you use to save for retirement make a difference, and that tax diversification is something to consider. The experts round out the show answering listeners’ questions on toy makers Hasbro Inc. and Activision Blizzard, how often investors should meet with their adviser, and provide opinions on bank stocks.

021619

February 16, 2019

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Principal Jennifer J. Thomas, CFP®, and Justin Wagner, AIF®, Client Relationship Manager – Retirement Services, to cover this week’s market action, the Consumer Price and Producer Price indices, and interest rates. Justin and Jennifer team up to discuss how investors should approach allocating their 401(k) investments. The experts also address listeners’ questions on aircraft manufacturers, what one can do with a 401(k) when leaving the workforce, and investing in Berkshire Hathaway.

020219

February 2, 2019

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Jarrett McKenzie, CFP®, CWS®, and Associate Melanie Wells, CFP®, to discuss the week’s market movements, FOMC Monetary Policy, housing news, and interest rates. Jarrett and Melanie discuss how a little financial planning for retirement can greatly impact your taxes today. The experts also answer listeners’ questions on iRobot, holding annuities in your IRA, and how much money you should put down on a home purchase.

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January 26, 2019

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax and Business Consultant Jessie Thomas, CPA, and Managing Associate K.C. Smith, CFP®, CEPA to discuss year-to-date sector performance, December existing home sales, and mortgage applications. Jessie shares some of the common triggers for audits and some insight as to how the IRS determines who to audit. The experts also answer listeners’ questions on developing a business budget, industrial company Parker-Hannifin, and tax filing statuses.

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January 19, 2019

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Chief Economic Adviser, Roger Tutterow, Ph.D., and Research Analyst Jacob Keen to discuss the week’s trading action, earnings from the Financial sector, and the yield curve. They also take a deeper dive into what has been driving the economy, including Fed policy, the government shutdown, and ongoing trade talks with China. They also cover a listener’s question on how cannabis stocks would affect the economy if they were legalized.

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January 12, 2019

This week on “Money Talks,” Managing Associate D.J. Barker, CWS®, and Associate Michael Griffin, CFPsup>®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss December employment, the ISM Nonmanufacturing index, and the FOMC minutes from their December meeting. D.J. and Michael discuss a common trend at the beginning of the year: getting one’s financial house in order. They discuss the ideal debt-to-income ratio and how it affects your ability to get a mortgage and your credit score. They also discuss how to improve your debt-to-income ratio. The experts round out the show answering listeners’ questions on Apple’s recent decline, whether putting student loans in deferment is a good idea during a tough time, and tips on selling a home.

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January 5, 2019

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen to take a look back at 2018 market performance and also discuss where the economy is today. They also provide their opinions on what 2019 holds for the market.