Case Study: Target-Date Funds May Not Fulfill Your Retirement Needs
Text us your financial questions!Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Research Analyst Jacob Keen and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss an investor’s situation where she is fully invested in target-date funds outside of her 401(k).
Case Study: Target-Date Funds May Not Fulfill Your Retirement Needs
Text us your financial questions!Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Research Analyst Jacob Keen and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss an investor’s situation where she is fully invested in target-date funds outside of her 401(k).