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Daily Archives: June 4, 2024

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  4. 04

Preserving Capital: The Benefits of a 10-Year Bond Strategy

Case Study, Featured, Investment Selection, Nearing Retirement, Personal FinanceBy Editorial TeamJune 4, 2024

Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss the unique perspective Henssler has on bond investing, including how they fit into an overall portfolio and when you should be buying them.

The Latte Habit: Little Things Add Up Over Time

VideoBy Editorial TeamJune 4, 2024

Ever wonder where all your money goes? Small daily habits, like a coffee or quick snack, add up more than you think! Managing Associate D.J. Barker, CWS®, dives into how little expenses can snowball over time and explores the true cost of our daily indulgences.

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