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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September 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?

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February 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?

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