Case Study: Rebalancing Your 401(k)

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