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Case Study: The Panic of a DIY Investor
Manage episode 329548905 series 12842
Managing Associate D.J. Barker, CWS®, and Associate Logan Daniel, CFP®, CRPC®, join Chief Investment Officer Troy Harmon, CFA, CVA, to look at a listener’s “do-it-yourself” portfolio and plan, discussing how we prefer to allocate a portfolio’s investments using the Henssler Ten Year Rule.
Read the Article: https://www.henssler.com/trust-your-portfolio-in-good-times-and-bad
825 jaksoa
Manage episode 329548905 series 12842
Managing Associate D.J. Barker, CWS®, and Associate Logan Daniel, CFP®, CRPC®, join Chief Investment Officer Troy Harmon, CFA, CVA, to look at a listener’s “do-it-yourself” portfolio and plan, discussing how we prefer to allocate a portfolio’s investments using the Henssler Ten Year Rule.
Read the Article: https://www.henssler.com/trust-your-portfolio-in-good-times-and-bad
825 jaksoa
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