Henssler Money Talks

Case Study: Rebalancing Your 401(k)

February 13, 2024 Henssler Financial Season 38 Episode 6
Case Study: Rebalancing Your 401(k)
Henssler Money Talks
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Henssler Money Talks
Case Study: Rebalancing Your 401(k)
Feb 13, 2024 Season 38 Episode 6
Henssler Financial

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Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Justin Wagner, AIF®, Client Relationship - Retirement Services, and Associate Giuliana Barbagelata, CFP®, to provide advice 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! 

Read the Article: https://www.henssler.com/401k-investing-finding-balance-between-active-engagement-and-passive-management  

Show Notes

Send us a Text Message.

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Justin Wagner, AIF®, Client Relationship - Retirement Services, and Associate Giuliana Barbagelata, CFP®, to provide advice 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! 

Read the Article: https://www.henssler.com/401k-investing-finding-balance-between-active-engagement-and-passive-management