Henssler Money Talks — May 4, 2024
Season 38, Episode 18 

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 Molly Remeika, CFP®, to cover the week’s market movements and economic releases, including Personal Income, the PCE Deflator, and the University of Michigan Consumer Sentiment Survey. The financial experts help a couple of investors new to professional financial planning understand the differences between actively and passively managed investments and why an adviser may recommend one or the other. The hosts also address a listener’s question on Monte Carlo Simulations, and how they work in financial planning. 

Timestamps and Chapters 

• 00:00 Market Roundup: April 29 – May 3, 2024 
• 25:16 Case Study: Actively and Passively Managed Investments 
• 36:38 Q&A Time: Monte Carlo Simulations. 

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