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Money Talks - March 18, 2017

Money Talks - March 18, 2017

This week on "Money Talks," Principal Bil Lako, CFP®, and Director of Research Troy Harmon, CFA, CVA, are joined by Principal Jennifer Thomas, CFP®, to discuss the release of President Trump’s tax returns and the Federal Open Market Committee’s decision to raise the fed funds rate. They also cover how the sectors fared in the market during the week and several economic releases, including the Producer Price Index and the Consumer Price Index. Jennifer and Bil discuss a common problem of investors who save the majority of their retirement funds in tax deferred accounts: taxes. They look at how required minimum distributions can bump a taxpayer into a higher bracket and the importance of having tax-diversification in your portfolio. The experts finish off the show with listeners’ questions on fair value; Dow darlings UnitedHealth Group, Home Depot and Visa, and whether or not it is a good time to buy bank stocks.

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