Case Study: Allocating Funds for 10-Year Liquidity in an Uncertain Environment

Original Air Date: January 16, 2021

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CPA, CFP®, CDFA®, and Associate Peter Lynch to explore the situation of a couple who are 10 years from retirement and are concerned about buying fixed income investments in a low interest rate environment.