401(k) Investing: Finding Balance Between Active Engagement and Passive Management
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Justin Wagner, AIF®, Client Relationship – Retirement Services, and Associate Giuliana Barbagelata, CFP®, advise for a couple who treat their 401(k)s quite differently—she actively trades her investments while he hasn’t even looked at his in three years!
Inflation is a Sneaky Thief
Planning for a comfortable retirement? Don’t let inflation be the sneaky thief in your portfolio! Peter Lynch, Associate at Henssler Financial, shares why understanding inflation is crucial for safeguarding your savings.