Original Air Date: December 17, 2022

Senior Associate Michael Griffin, CFP®, Senior Financial Planner Josh Weidie, CWS®, and Chief Investment Officer Troy Harmon, CFA, CVA, provide advice for a couple of investors who have a highly appreciated asset that they want to reinvest now after watching it lose around 20% this year.  

Read the Article: https://www.henssler.com/planning-with-a-highly-appreciated-asset