Henssler Money Talks
Your trusted resource for your money, your future, your life.
May 4, 2024
Market Roundup: April 29 – May 3, 2024; Case Study: Actively and Passively Managed Investments; Q&A Time: Monte Carlo Simulations
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Case Study
Building Your Optimal Portfolio: The Role of Active and Passive Management
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Molly Remeika, CFP®, to help some investors who are new to professional financial planning understand the differences between actively and passively managed investments and why an adviser may recommend one or the other.
Henssler Money Talks - May 4, 2024
Troy Harmon, CFA, CVA
Chief Investment Officer
Jarrett McKenzie, CFP®, CWS®
Managing Associate
Molly Remeika
Senior Financial Planner
Market Round Up
April 22 -- May 3 2024
Active or Passive Management
Chloe and Matthew are interviewing financial advisers. They’re looking at risk tolerance, investment expectations, and investment style preference—Active or Passive. They thought with an adviser it would be active—but they found one adviser that only recommends mutual funds and ETFs—is that passive or active management? What should they be seeking?
Q&A Time: Unloved Small-Caps
I came across an article that gave a list of a bunch of “unloved” small-cap stocks that pay dividends. I weeded out the ones that have negative earnings (generally my first criteria). So, I’m looking at SpartanNash, Ituran Location and Control, and Information Services Group. Got any opinions?
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