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This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Giuliana Barbagelata, CFP®, to cover the week’s market action, including the Conference Board’s Consumer Confidence survey and Durable Goods orders. The financial experts take a closer look at donor-advised funds and family foundations for significant charitable giving. They compare the two in terms of ongoing fees, donor control, and tax benefits. The experts round out the show answering listeners’ questions on high deductible health plans and health savings accounts, plus stocks UPS and FedEx. 

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

• Market Roundup: Covering the week of October 24—October 29, 2021
• Case Study: Donor-Advised Funds and Family Foundations
• Q&A Time: High Deductible Health Plans, Health Savings Accounts, UPS, and FedEx.