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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.
By Henssler Financial5
1313 ratings
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.
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