Text us your financial questions!This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Jarrett McKenzie, CFP®, CWS®, and Associate Melanie Wells, CFP®, to discuss the week’s market movements, FOMC Monetary Policy, housing news, and interest rates. Jarrett and Melanie discuss how a little financial planning for retirement can greatly impact your taxes today. The experts also answer listeners’ questions on iRobot, holding annuities in your IRA...

Text us your financial questions!The major indices opened considerably lower Monday only to slightly rebound by the afternoon. At the close, the Dow Jones Industrial Average was down roughly 0.8% points; the S&P 500 Index dropped 0.8%; and the NASDAQ Composite was down 1%. Indices ended trading mixed on Tuesday, as the Dow added some points while the S&P 500 and NASDAQ closed in the red zone. In economic news, consumer confidence declined in January, as The Conference Board reported ...

Text us your financial questions!The “Money Talks” experts answer listeners’ questions on iRobot, holding annuities in your IRA, and how much money you should put down on a home purchase.

Text us your financial questions!This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax and Business Consultant Jessie Thomas, CPA, and Managing Associate K.C. Smith, CFP®, CEPA to discuss year-to-date sector performance, December existing home sales, and mortgage applications. Jessie shares some of the common triggers for audits and some insight as to how the IRS determines who to audit. The experts also answer listeners’ questions on developing a busine...

Text us your financial questions!Tax and Business Consultant Jessie Thomas, CPA shares some of the common triggers for audits and some insight as to how the IRS determines who to audit with Chief Investment Officer Troy Harmon, CFA, CVA, and Managing Associate K.C. Smith, CFP®, CEPA.

Text us your financial questions!The market was closed Monday in observance of Martin Luther King Jr. Day. The following day, the major indices ended the session in the red zone, breaking the recent run-up, with the Dow Jones Industrial Average closing down 1.22%. Stocks dipped on global growth concerns, as China reported their slowest one-year expansion in nearly three decades. In housing news, existing-home sales decreased in December, with total sales falling 6.4% from the revised November...

Text us your financial questions!The “Money Talks” experts answer listeners’ questions on developing a business budget, industrial company Parker-Hannifin, and tax filing statuses.

Text us your financial questions!Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Chief Economic Adviser, Roger Tutterow, Ph.D., and Research Analyst Jacob Keen to take a deeper dive into what has been driving the economy, including Fed policy and interest rates, the government shutdown, and ongoing trade talks with China.

Text us your financial questions!Markets opened the week lower after weak Chinese economic data and the U.S government shutdown reached its 24th day on Trump’s quest for tighter border security. Exports for China fell 4.4%, while imports fell 7.6% in December, which are likely to pressure China into finalizing a deal on trade. The following day the major indices notched their first day of gains in three sessions led higher by Technology shares. The S&P 500 added 1.1%, as shares of Tech an...

Text us your financial questions!The “Money Talks” hosts discuss a listener’s hypothetical question: If cannabis were legalized, what would the effect be on the economy?