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Text us your financial questions!
This week on “Money Talks,” Chief Investment Officer Troy Harmon is joined Managing Associate Shawna Theriault, CPA, CFP®, CDFA®, and Associate Logan Daniel, CFP®, CRPC®, to discuss the week’s market results, sector performance, oil inventories and interest rates. Shawna, Troy and Logan discuss the case of an investor who was working with a broker who put him in very speculative investments. They cover Dr. Gene’s rule of, “Follow the money,” as well as how we approach developing a financial plan. The experts round out the show answering listeners’ questions on concentrated positions and Constellation Brands.
By Henssler Financial5
1313 ratings
Text us your financial questions!
This week on “Money Talks,” Chief Investment Officer Troy Harmon is joined Managing Associate Shawna Theriault, CPA, CFP®, CDFA®, and Associate Logan Daniel, CFP®, CRPC®, to discuss the week’s market results, sector performance, oil inventories and interest rates. Shawna, Troy and Logan discuss the case of an investor who was working with a broker who put him in very speculative investments. They cover Dr. Gene’s rule of, “Follow the money,” as well as how we approach developing a financial plan. The experts round out the show answering listeners’ questions on concentrated positions and Constellation Brands.
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