
Case Study: Mid-Year Review Provides Time to Make Financial Changes
🌹J E Y J E Y 🌹
11 min
Business & Finance
Description
<p>Managing Associate K.C. Smith, CFP®, leads Chief Investment Officer Troy Harmon, CFA, CVA, and Senior Financial Planner Josh Weidie, CWS®, on a discussion of what investors can do mid-year to reassess their financial situation. </p><p>Read the Article: <a href='https://www.henssler.com/mid-year-evaluate-where-are-but-dont-lose-sight-of-the-future'>https://www.henssler.com/mid-year-evaluate-where-are-but-dont-lose-sight-of-the-future</a> </p>
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Case Study: Mid-Year Review Provides Time to Make Financial Changes
🌹J E Y J E Y 🌹