Henssler Money Talks

Case Study: Actively and Passively Managed Investments

May 07, 2024 Henssler Financial Season 38 Episode 18
Case Study: Actively and Passively Managed Investments
Henssler Money Talks
More Info
Henssler Money Talks
Case Study: Actively and Passively Managed Investments
May 07, 2024 Season 38 Episode 18
Henssler Financial

Text us your financial questions!

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Molly Remeika, CFP®, to help some investors new to professional financial planning understand the differences between actively and passively managed investments and why an adviser may recommend one or the other. 

Read the Article: https://www.henssler.com/building-your-optimal-portfolio-the-role-of-active-and-passive-management 

Show Notes

Text us your financial questions!

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Molly Remeika, CFP®, to help some investors new to professional financial planning understand the differences between actively and passively managed investments and why an adviser may recommend one or the other. 

Read the Article: https://www.henssler.com/building-your-optimal-portfolio-the-role-of-active-and-passive-management