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Text us your financial questions!
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associates Shawna Theriault, CFP®, CPA, CDFA®, and Jarrett McKenzie, CFP®, CWS® to discuss sector performance, the increase in the services sector, weekly jobless claims, mortgage applications, and interest rates. In the case study, the Experts discuss how it is more important to follow your long-term financial plan than to follow investment idioms like, “Sell in May and go away.” The hosts round out the show answering listeners’ questions on movie theatre operator AMC Entertainment Holdings’ stock price doubling, and the planners discuss how they are preparing clients for Biden’s proposed changes to capital gains tax.
Check out the show segments using the chapter controls in the player above.
By Henssler Financial5
1313 ratings
Text us your financial questions!
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associates Shawna Theriault, CFP®, CPA, CDFA®, and Jarrett McKenzie, CFP®, CWS® to discuss sector performance, the increase in the services sector, weekly jobless claims, mortgage applications, and interest rates. In the case study, the Experts discuss how it is more important to follow your long-term financial plan than to follow investment idioms like, “Sell in May and go away.” The hosts round out the show answering listeners’ questions on movie theatre operator AMC Entertainment Holdings’ stock price doubling, and the planners discuss how they are preparing clients for Biden’s proposed changes to capital gains tax.
Check out the show segments using the chapter controls in the player above.

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