January 10, 2026

January 10, 2026: Forecasts, Follow-Through, and Family Finances:
2025 Super Official Board of Predictions Winner; Crystal Ball Check & Recalibration; Accountability, Assigned; Energy, Economy, and International Tensions; Listener Question: More Than a Deed

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January 6, 2024

Market Roundup: Jan. 2 – Jan 5, 2024; Case Study: Divorce: Unwinding 20 years of combined assets; Q&A Time: Why is the dollar resilient during high inflation?

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July 8, 2023

Market Roundup: Covering July 3 – July 7, 2023; Case Study: 401(k) Beneficiary Designations; Q&A Time: Employer Matching Contributions and “Do I need a will?”

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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…

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