This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CPA, CDFA®, and Senior Financial Planner Josh Weidie, CWS®, to cover the week’s volatility, first quarter earnings, the Manufacturing and Nonmanufacturing indices, as well as what made Facebook’s parent company Meta Platforms drop more than 20%. The hosts team up to cover a listeners’ situation involving cost basis of her stocks and why it is important to track the cost basis of your investments. The hosts round out the show answering listeners’ questions on what to do if you have no heirs and if Bank of America’s closing of branches is cause for concern.

Check out the show segments using the chapter controls in the player above.

• Market Roundup: Covering the week of Jan. 31 – Feb. 4, 2022
• Case Study: What You Need to Know About Cost Basis
• Q&A Time: Who to Name as Beneficiary and Bank of America