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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…
