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Money Talks - July 1, 2017
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This week on "Money Talks," Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss housing news, durable goods and consumer confidence, as well as the final revision of first quarter GDP. In this week’s case study, the experts discuss the use of trusts to control your wealth from beyond the grave. They cover the possibilities as well as the drawbacks to doing so. The hosts round out the show by answering listeners’ questions on Amazon’s purchase of Whole Foods; Omega Healthcare Investors and evaluating REITs; Blue Apron’s IPO, and IRA Rollovers.
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