Case Study: Chasing Market Returns

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Clay Norman, CFP® to discuss an investor who keeps trying different investment strategies chasing returns but is disappointed that he’s not “beating the market.” They explain how Henssler Financial determines portfolio allocation and investment selection. 

Read the Article: https://www.henssler.com/investing-with-purpose-letting-your-plan-guide-you-vs-chasing-returns