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February 25, 2023
Market Roundup: Covering Feb 20 – Feb. 24, 2023; Case Study: I Set It and Forgot It; Special 35th Anniversary Retrospective with Dr. Gene, Bil, and Jennifer

February 18, 2023
Market Roundup: Covering Feb 13 – Feb. 17, 2023; Case Study: Planning Using SECURE Act Rules; Q&A Time: Interest from TIPS funds and Shrinkflation

February 11, 2023
Market Roundup: Covering Feb 6 – Feb. 10, 2023; Case Study: Protecting Your Money From Cognitive Decline; Q&A Time: When should I choose a mutual fund over an ETF?

February 4, 2023
Market Roundup: Covering Jan. 30 – Feb. 3, 2023; Case Study: Financial Moves for Empty Nesters; Q&A Time: Swapping Real Estate Funds for Money Market Funds

January 28, 2023
Market Roundup: Covering Jan. 23 – Jan. 27, 2023; Case Study: We’ve Been Saving and Not Living; Q&A Time: Should I Buy Points on a Mortgage?

January 21, 2023
Market Roundup: Covering Jan. 16 – Jan. 20, 2023; Case Study: I Stopped Saving in 2022 Because of Inflation; Q&A Time: Refusing a Bequest and Walmart’s Buy Now Pay Later platform

January 14, 2022
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch to discuss how the market is faring at the start of 2023, top movers in the market, and inflation. The hosts team up to discuss how when clients divorce, a…

January 7, 2023
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analysts, Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to look back at 2022’s stock market and provide their outlook on what could be in store for both the stock market and the economy in 2023. Timestamps and…

December 24, 2022
This week on Money Talks, we’ll be out of the studio celebrating the Christmas holiday. We hope you have a joyous holiday season surrounded by family and friends. On the Dec. 24 broadcast, we’ll be taking a look back at some of our best case studies and questions.

December 17, 2022
Market Roundup: Covering Dec. 12 – Dec. 16, 2022; Case Study: Planning with a Highly Appreciated Asset; Q&A Time: Preparing a Minor for an Inheritance and Institutional Shares

December 10, 2022
Market Roundup: Covering Dec. 5 – Dec. 9, 2022; Case Study: Tale of Two Investors and Dollar Cost Averaging; Q&A Time: Equal-Weight S&P Index Funds and Planning a Short Life Expectancy

December 3, 2022
Market Roundup: Covering Nov. 28 – Dec. 2, 2022; Case Study: Alternatives to a “Stretch IRA”; Q&A Time: Recession Possibilities and Life Insurance on an Ex

November 26, 2022
This week on Money Talks, we’ll be out of the studio celebrating Thanksgiving and probably even grabbing some of those black Friday sales. We’ll be taking a look back at some of our best case studies and questions. Join us for the “best of Money Talks” your trusted resource for your money, your future, your…

November 19, 2022
Market Roundup: Covering Oct. 14 – Nov. 18, 2022; Case Study: What Might Work in a Recession? Q&A Time: How does the “rational” market pick which news to listen to?

November 12, 2022
Market Roundup: Covering Nov. 7 – Nov. 11, 2022; Case Study: State Tax Snare for Remote Workers; Q&A Time: Lottery Winnings and Life Insurance

October 29, 2022
Market Roundup: Covering Oct. 24 – Oct. 28, 2022; Case Study: Gifting During Your Lifetime; Q&A Time: Filling out the FAFSA and Crown Holdings

October 15, 2022
Market Roundup: Covering Oct. 10 – Oct. 14, 2022; Case Study: Fixed Income Investing — Bond Ladders; Q&A Time: Stockpiling Cash and Actively Managed Funds

October 8, 2022
Market Roundup: Covering Oct. 3 – Oct. 7, 2022; Case Study: Disability Insurance: Protect your Ability to Earn; Q&A Time: Mutual Funds, Required Minimum Distributions, and Qualified Charitable Distributions