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.

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.

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.

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

Henssler Money Talks is your trusted resource for your money, your future, your life. We discuss current market conditions and financial planning encompassing spending, saving, taxes, investments, insurance, retirement, estate plans, and more. We are here to answer your financial questions—email drgene@henssler.com or call 1-855-429-9166. &nbsp; Money Talks: Your trusted resource for your money, your future, your life.

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Henssler Money Talks is your trusted resource for your money, your future, your life. We discuss current market conditions and financial planning encompassing spending, saving, taxes, investments, insurance, retirement, estate plans, and more. We are here to answer your financial questions—email drgene@henssler.com or call 1-855-429-9166.   Money Talks: Your trusted resource for your money, your future, your life.

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

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

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