Henssler Money Talks - March 23, 3024

Henssler Money Talks

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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?

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Chapters

1. Market Roundup: Mar. 18 – Mar. 22, 2024 (00:00:00)

2. Case Study: Worst and Best Assets to Inherit (00:23:49)

3. Q&A Time: Buy Now or Wait for a Pullback? (00:38:42)