Money Talks - February 8, 2020

This week on “Money Talks,” Chief Investment Officer Troy Harmon is joined Managing Associate Shawna Theriault, CPA, CFP®, CDFA®, and Associate Logan Daniel, CFP®, CRPC®, to discuss the week’s market results, sector performance, oil inventories and interest rates. Shawna, Troy and Logan discuss the case of an investor who was working with a broker who put him in very speculative investments. They cover Dr. Gene’s rule of, “Follow the money,” as well as how we approach developing a financial plan. The experts round out the show answering listeners’ questions on concentrated positions and Constellation Brands.