Henssler Money Talks

Henssler Money Talks - March 23, 3024

March 23, 2024 Henssler Financial Season 38 Episode 12
Henssler Money Talks - March 23, 3024
Henssler Money Talks
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Henssler Money Talks
Henssler Money Talks - March 23, 3024
Mar 23, 2024 Season 38 Episode 12
Henssler Financial

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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? 

 

Follow Henssler:  

 “Money Talks” is brought to you by Henssler Financial.

Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

Show Notes Chapter Markers

Send us a Text Message.

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:  

 “Money Talks” is brought to you by Henssler Financial.

Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

Market Roundup: Mar. 18 – Mar. 22, 2024
Case Study: Worst and Best Assets to Inherit
Q&A Time: Buy Now or Wait for a Pullback?