Send us a Text Message.

This week on "Money Talks," Chief Investment Officer, Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, and Associate Peter Lynch to cover the week’s market movers, including Turkey’s economic crisis, and the large dip in cryptocurrencies. They also touch on industrial production, housing starts, and retail sales. Peter and K.C. also lead a discussion on borrowing responsibly for college education costs, and how much overborrowing can cost a student. The experts tackle a listener's question on Industrial companies Silgan Holdings and Ball Corp., and provide advice for a listener who has a pushy sister who is looking for an inheritance.

Send us a Text Message.

Chief Investment Officer, Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, and Associate Peter Lynch in a discussion on borrowing responsibly for college education costs, and how much overborrowing can cost a student.

Send us a Text Message.

The major indices landed in red territory on Monday as the Energy, Materials, and Financial sectors led decliners in the S+P 500 Index. Stocks slipped on continued concerns over the economic troubles in Turkey. Consumer Discretionary and Financial sector stocks led advancers on Tuesday, stepping up on news that Turkey's currency crisis had stabilized. The major indices again reversed course mid-week and ended trading in the red zone despite rebounding off session lows. In economic news, retail sales ticked up in July, as sales climbed 0.5% in total and 0.6% discounting car sales. Industrial production increased just 0.1% in July, while the level for June was upwardly revised. The market traded into green territory on Thursday with Telecommunications and Consumer Staples stocks leading the advance. On another note, initial jobless claims decreased, as the Department of Labor data showed new claims fell by 2,000 to 212,000 for the week ended August 11. While the major indices closed with gains on Friday, Only the S+P 500 and Dow Jones Industrial Average posted gains for the week. The Large Caps of the Dow and S+P 500 likely got a boost from a tentative agreement between the United States and China to settle their trade dispute by November. The NASDAQ Composite fell slightly more than a quarter of a percent for the week.

Send us a Text Message.

The "Money Talks" experts tackle a listener’s question on Industrial companies Silgan Holdings and Ball Corp., address a question on the recent dip in cryptocurrencies, and also provide advice for a listener who has a pushy sister looking for an inheritance.

Send us a Text Message.

The "Money Talks" experts answer listeners’ questions on HEICO Corp, the tax consequences of gifting stock, Extra Space Storage and Carlisle Companies.

Send us a Text Message.

This week on "Money Talks," Research Analysts Nick Antonucci, CVA, and Jacob Keen are joined by Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss market performance, tariffs, earnings season and economic reports, including the Producer Price Index, Wholesale Trade and interest rates. Jarrett, Jacob, and Nick delve into why investors may want to have their portfolios actively managed in retirement instead of simply choosing an age-based portfolio. The experts also answer listeners’ questions on HEICO Corp, the tax consequences of gifting stock, Extra Space Storage, and Carlisle Companies.

Send us a Text Message.

Research Analysts Nick Antonucci, CVA, and Jacob Keen are joined by Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss why investors may want to have their portfolios actively managed in retirement instead of simply choosing an age-based portfolio.

Send us a Text Message.

The major indices kicked off the week with gains, with the S+P 500 Index reaching its highest level since January. A strong second quarter earnings season led to the increase. The momentum continued Tuesday as indices closed trading with gains. Energy and Industrials sector stocks led the ascent. Midweek, U.S. stocks waffled between small gains and losses as shares of Consumer Staples and Energy were among the worst performers in the S+P. Markets were mixed on Thursday, with the Dow Jones Industrial Average and S+P 500 both closing in the red zone, while the tech-heavy NASDAQ Composite stepped up. Moves were mixed on a variety of economic news. Labor Department figures showed wholesale inflation held steady in July. The Producer Price Index for final demand was unchanged after rising 0.3% in June, while the core PPI edged up 0.3% for the second straight month. On another note, initial jobless claims decreased last week. New claims fell by 6,000 to 213,000 in the week ended August 4. The result marked the first decline in three weeks. The major indices ended trading in the red zone on Friday, with stocks dipping on news of Turkey's currency crisis. On another note, consumer prices ticked up in July. The U.S. Consumer Price Index climbed 0.2%, in line with consensus expectations. The core measure, which discounts food and energy, also rose 0.2%.

Send us a Text Message.

This week on "Money Talks," Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CPA, CDFA®, and Associate Michael Griffin, CFP®, to discuss the increase in Personal Income, consumer confidence and the ISM Manufacturing Index. They also touch on housing news. Shawna and Michael bring a discussion on the importance of both spouses being involved in the financial planning process, and how important it is for both spouses to plan for retirement should something happen to the other. The "Money Talks" experts also answer listeners’ questions on Apple’s weighting in a portfolio, non-spouse inherited IRAs, and the difference between money market funds and money market accounts.

The "Money Talks" experts answer listeners’ questions on Apple’s weighting in a portfolio, non-spouse inherited IRAs, and the difference between money market funds and money market accounts.