January 31, 2026

January 31, 2026: Behavioral Biases, Proxy Power, and Planning for the Future
Nostalgia, Narratives, and Portfolio Risk; The Power Behind the Proxy; Front-Loading College Savings: The 529 Superfunding Strategy; Signals from the Fed and Silicon Valley

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August 9, 2025

Defensive Sectors, Consumer Sentiment, and Solid Earnings; Rigged or Reputable? The Battle Over U.S. Job Data; Sticker Shock: The New Price of Living Well in America; RMD Strategy or Sales Pitch? What to Ask About Annuities

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August 2, 2025

Fed Holds Rates, No Set Plan for a Rate Cut; Matthew Reed, CPA/ABV: Post-Tax Season Debrief and OBBBA Changes that Affect You; Part 2, Evolution of Payments: Stablecoin

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July 26, 2025

Third of the Way Through Earnings Season; The Fed’s Big Influence; Too Many Millionaires, Not Enough Pool Chairs; From Cash to Tap: How Credit Cards Changed Everything

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November 11, 2023

Market Roundup: Covering November 6 – November 10, 2023; Case Study: A Bond’s Coupon Rate vs. Yield to Maturity; Q&A Time: Mega Cap Seven vs. FAANG and Worthless Stock

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January 7, 2023

January 7, 2022

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…

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