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Henssler Money Talks - March 23, 3024
Manage episode 408422241 series 12842
Henssler Money Talks – March 23, 2024
Season 38, Episode 12
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Estate Planning Attorney Arun Gupta and Research Analyst Nick Antonucci, CVA, CEPA, to cover the University of Michigan Consumer Sentiment Survey, New Residential Construction, and the March Federal Open Market Committee meeting. In response to a case study about settling an estate, Arun highlights some of the most difficult assets to leave to heirs as well as some of the best assets to inherit. Troy and Nick wrap up the show by answering a listener’s question on whether he should invest in equities now while he has cash on the sidelines.
Timestamps and Chapters
- 00:00 Market Roundup: Mar. 18 – Mar. 22, 2024
- 23:49 Case Study: Worst and Best Assets to Inherit
- 38:42 Q&A Time: Buy Now or Wait for a Pullback?
Follow Henssler:
- Facebook: https://www.facebook.com/HensslerFinancial/
- YouTube: https://www.youtube.com/c/HensslerFinancial
- LinkedIn: https://www.linkedin.com/company/henssler-financial/
- X: https://www.x.com/hensslergroup
- Instagram: https://www.instagram.com/hensslerfinancial/
- TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en
“Money Talks” is brought to you by Henssler Financial.
Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/
821 episoder
Manage episode 408422241 series 12842
Henssler Money Talks – March 23, 2024
Season 38, Episode 12
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Estate Planning Attorney Arun Gupta and Research Analyst Nick Antonucci, CVA, CEPA, to cover the University of Michigan Consumer Sentiment Survey, New Residential Construction, and the March Federal Open Market Committee meeting. In response to a case study about settling an estate, Arun highlights some of the most difficult assets to leave to heirs as well as some of the best assets to inherit. Troy and Nick wrap up the show by answering a listener’s question on whether he should invest in equities now while he has cash on the sidelines.
Timestamps and Chapters
- 00:00 Market Roundup: Mar. 18 – Mar. 22, 2024
- 23:49 Case Study: Worst and Best Assets to Inherit
- 38:42 Q&A Time: Buy Now or Wait for a Pullback?
Follow Henssler:
- Facebook: https://www.facebook.com/HensslerFinancial/
- YouTube: https://www.youtube.com/c/HensslerFinancial
- LinkedIn: https://www.linkedin.com/company/henssler-financial/
- X: https://www.x.com/hensslergroup
- Instagram: https://www.instagram.com/hensslerfinancial/
- TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en
“Money Talks” is brought to you by Henssler Financial.
Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/
821 episoder
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