March 28, 2026

March 28, 2026: Oil Prices, Exit Plans, Umbrellas, and Mortgage Math
Reading the Market: Labor, Data, and Geopolitics; After the Sale: Purpose, Not Just Proceeds; Matching Risk, Not Just Net Worth; Protecting a Good Asset Decision in an Unfortunate Life Transition

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March 18, 2023

Market Roundup: Covering March 13 – March 17, 2023; Investment Whys: The U.S. Banking System after Recent Failures

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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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