Case Study: Asset Allocation: Strategically Planning with Tactical Moves
Case Study: Asset Allocation: Strategically Planning with Tactical Moves

Case Study: Asset Allocation: Strategically Planning with Tactical Moves

🌹J E Y J E Y 🌹

20 min0 écoutes0 favoris
Business & Finance
Lire

Description

This week on “Money Talks,” Research Analyst Jacob Keen, CFA, Senior Associate Jarrett McKenzie, CFP®, CWS®, and Associate Michael Griffin, CFP® discuss why your asset allocation should be strategically planned rather than influenced by whoever is in the President’s Office or which party controls Congress.

Créateurs

susan88

susan88

Creator