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Case Study: Rebalancing Your 401(k)
Manage episode 400749498 series 12842
Text us your financial questions!
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Justin Wagner, AIF®, Client Relationship - Retirement Services, and Associate Giuliana Barbagelata, CFP®, to provide advice for a couple who treat their 401(k)s quite differently—she actively trades her investments while he hasn’t even looked at his in three years!
Read the Article: https://www.henssler.com/401k-investing-finding-balance-between-active-engagement-and-passive-management
531 episodes
Manage episode 400749498 series 12842
Text us your financial questions!
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Justin Wagner, AIF®, Client Relationship - Retirement Services, and Associate Giuliana Barbagelata, CFP®, to provide advice for a couple who treat their 401(k)s quite differently—she actively trades her investments while he hasn’t even looked at his in three years!
Read the Article: https://www.henssler.com/401k-investing-finding-balance-between-active-engagement-and-passive-management
531 episodes
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