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This week on “Money Talks,” Troy Harmon, CFA, CVA, is joined by Senior Associate Jarrett McKenzie, CFP®, CWS®, and Client Relationship Manager for Retirement Services Justin Wagner, AIF®, to cover the market’s reaction to the Presidential Debate as well as take a look at how the sectors have fared year to date. With the vast disparity in sector performance, the financial experts discuss some moves investors may want to consider, including converting depressed holdings into a Roth IRA. The hosts round out the show discussing a listener’s question about trimming S&P 500 holdings for Russell 1000 Growth stocks.
By Henssler Financial5
1313 ratings
Text us your financial questions!
This week on “Money Talks,” Troy Harmon, CFA, CVA, is joined by Senior Associate Jarrett McKenzie, CFP®, CWS®, and Client Relationship Manager for Retirement Services Justin Wagner, AIF®, to cover the market’s reaction to the Presidential Debate as well as take a look at how the sectors have fared year to date. With the vast disparity in sector performance, the financial experts discuss some moves investors may want to consider, including converting depressed holdings into a Roth IRA. The hosts round out the show discussing a listener’s question about trimming S&P 500 holdings for Russell 1000 Growth stocks.
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