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Text us your financial questions!
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna L. Theriault, CPA, CFP®, CDFA®, and Associate Peter Lynch to discuss the final days of 2019 and the start of 2020’s market action. The experts delve into what you should do if you’ve missed your required minimum distribution for 2019 and how the SECURE Act changes RMDs going forward. The hosts also answer al listener’s question on the overvalued market and how to invest in stocks.
By Henssler Financial5
1313 ratings
Text us your financial questions!
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna L. Theriault, CPA, CFP®, CDFA®, and Associate Peter Lynch to discuss the final days of 2019 and the start of 2020’s market action. The experts delve into what you should do if you’ve missed your required minimum distribution for 2019 and how the SECURE Act changes RMDs going forward. The hosts also answer al listener’s question on the overvalued market and how to invest in stocks.
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