Posts Tagged ‘Retirement’
April 6, 2024
Market Roundup: April 1 – April 5, 2024; Case Study: When to Begin Social Security Benefits; Q&A Time: Social Security Survivors’ Benefit and Windfall Elimination Provision
Read MoreDecember 16, 2023
Market Roundup: Covering Dec. 11 – Dec 15, 2023; Case Study: The Retirement Sweet Spot; Q&A Time: Would you choose callable or non-callable CDs?
Read MoreApril 15, 2023
Market Roundup: Covering April 10 – April 14, 2023; Case Study: Budgeting for Health Care in Retirement; Time: Borrowing for College, Occidental Petroleum, and Schlumberger Ltd.
Read MoreMarch 25, 2023
Market Roundup: Covering March 20 – March 24, 2023; Case Study: Real Estate as a “Retirement Career;” Q&A Time: Can I avoid the 10% penalty on an early withdrawal from an IRA?
Read MoreJanuary 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…
Read MoreSeptember 24, 2022
Market Roundup: Covering Sept. 19 – Sept. 23, 2022; Case Study: Retirement in a Recession; Q&A Time: How will Europe’s skyrocketing energy costs affect us?
Read MoreFebruary 26, 2022
Market Roundup: Covering the week of Feb. 21 – Feb. 25, 2022; Case Study: Income-Related Monthly Adjustment Amounts; Q&A Time: You’ve Sold your Business—Now What?
Read MoreSeptember 19, 2020
This week on “Money Talks,” the hosts discuss unemployment, sector performance, and the market’s reaction to Fed comments on the duration of low interest rates. The financial experts team up to discuss the difference between growth and value strategies and why an investor shouldn’t switch strategies mid-cycle. The hosts also explore the latest initial public…
Read MoreSeptember 12, 2020
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Principal Jennifer J. Thomas, CFP®, and Managing Associate D. J. Barker, CWS®, to discuss the market’s five-day slide, small business sentimen, and the increase in mortgage applications and refinancing. The experts team up to discuss the importance of establishing a…
Read MoreAugust 29, 2020
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined fellow research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to discuss the week’s market action and the week’s economic releases, including the Case-Shiller Home Price Index, New Home Sales, Durable Goods, and the weekly Jobless Claims. The show hosts…
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