Send us a Text Message.

This week on "Money Talks," Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, C.P.A., CFP®, CDFA®, and Associate Peter Lynch to discuss the move in interest rates, the ISM Manufacturing Index and the ISM Services Index. Peter and Shawna discuss a common problem many families can have: lack of liquidity in an estate. They discuss ways to get liquidity and how planning is essential to pass assets and property to heirs. The experts also answer listeners’ questions on stock dilution, financial mistakes, and working while receiving Social Security benefits.