Henssler Money Talks – March 11, 2023
Season 37, Episode 10

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Adam Stadalius, CFP®, to cover the latest Nonmanufacturing Index from the Institute for Supply Management, as well as interest rates and the yield curve. The financial experts discuss the situation of a couple of investors who want to sell the dogs out of their portfolio and stick with the stocks that have been doing well. They finish the show by answering a listener’s question on if it is better to hold an annuity or bonds from an insurance company. 

Timestamps and Chapters

• 00:00 Market Roundup: Covering March 6 – March 10, 2023
• 24:28 Case Study: Why Aren’t We Selling the Dogs? 
• 35:50 Q&A Time: Better to Hold an Annuity or Bonds from an Insurance Company

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