
Case Study: Asset Allocation: Strategically Planning with Tactical Moves
🌹J E Y J E Y 🌹
20 min•0 پلے•0 پسندیدہ
Business & Finance
تفصیل
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.