Market Roundup: Covering the week of July 6 – July 9, 2021; Case Study: Starting over at 50; Q&A Time: Semiconductor maker Xilinx and a “Crash Course in Investing”

Market Roundup: Covering the week of June 21—25, 2021; Case Study: Failing in Retirement; Q&A Time: Converting to a Roth IRA after 50 and Holding Cash in an Investment Account

Market Roundup: Covering the week of June 7—11, 2021; Case Study: Tax Extensions and Mid-Year 2021 Tax Reviews; Q&A Time: ContextLogic, Inc., 529 Plans and Medicaid Spend-Down, and Home Sale Capital Gains Exemptions

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Nick Antonucci, CVA, CEPA, to discuss the week’s market performance, consumer confidence, and first quarter GDP growth. They also discuss inflation and how it can affect your investment decisions.

Market Roundup: Covering the week of May 10—14, 2021; Case Study: Repurposing Life Insurance to Improve Estate Plan; Q&A Time: 401(k) Rollovers, Converting Life Insurance, and Can You Inflation-Proof a Portfolio

Market Roundup: Covering the week of April 19–23, 2021; Q&A Time: Mortgages in Retirement and Who is Winning at Retail?; Case Study: Umbrella Insurance-Excess Liability Coverage

Insight into the current tax season, offering tips for those owing more than they expected to this year. Plus listeners’ questions on how the S&P averages a 10.5% long-term growth rate; if one’s taxes will be lower in retirement, and what to start planning for in your 60s.

A deep dive into the “new alternative” asset classes, discussing Special Purpose Acquisition Companies (SPAC), Non-Fungible Tokens (NFT), and cryptocurrencies. Plus listeners’ questions on the Henssler investment criteria and if there is a possibility Congress will waive RMDs this year.

How extra financial planning is needed if you intend to retire early—not because the retirement period is longer—but because of the substantial health care costs between your early retirement age and when you are eligible for Medicare. Plus a listener’s questions on placing stop orders and how to invest in the electric vehicle production process since Tesla’s P/E is so astronomical.

A couple’s situation who have most of their retirement assets in their 401(k)s and are concerned about their risk exposure now that they are about 10 years from retirement. Plus listeners’ questions on selling a franchise business and online service marketplace Fiverr International.

This week on “Money Talks,” the hosts discuss the market’s year-to-date performance as well as the country’s progress toward herd immunity between COVID vaccinations and survivors. The financial Experts explore a listener’s decision to begin withdrawing the funds he’s saved and grown over the last 30 years. They cover which accounts to tap first, controlling his tax situation, and the importance of having a financial plan. The hosts round out the show answering listeners’ questions on remaining in a company’s 401(k) plan when matching contributions have been cut and the merger between Slack Technologies and Salesforce.

This week on “Money Talks,” the show hosts discuss the week’s market action and the start of fourth quarter 2020 earnings season. They touch on the 12-month run that Consumer Discretionary stocks have had as well as the Fed’s revised measurement for inflation. The financial Experts team up to discuss the situation of a couple who are 10 years from retirement and are concerned about buying fixed-income investments in a low interest rate environment. The Experts round out the show answering listeners’ questions on commission-free trades, a recovery in the Utility sector and how more regulation and higher taxes might work in our favor.