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Case Study: Not Following Your Investment Strategy
Manage episode 341681960 series 12842
Chief Investment Officer Troy Harmon is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Melanie Wells, CFP®, to cover a situation where the investors are not following the advice laid out by their investment adviser. They cover why the advice was designed for their situation and how not heeding the recommendations can put them behind.
Read the Article: https://www.henssler.com/deviating-from-an-advisers-recommendations
821 эпизодов
Manage episode 341681960 series 12842
Chief Investment Officer Troy Harmon is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Melanie Wells, CFP®, to cover a situation where the investors are not following the advice laid out by their investment adviser. They cover why the advice was designed for their situation and how not heeding the recommendations can put them behind.
Read the Article: https://www.henssler.com/deviating-from-an-advisers-recommendations
821 эпизодов
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