Henssler Money Talks

May 3, 2025 - From Market Metrics to Retirement Moves: P/E Ratios, Gold, and RMDs

03 May 2025

Contributed by Lukas

In this week’s market discussion, we kick things off with listener questions on historical price-to-earnings (P/E) ratios—specifically, whether th...

Are Parents Becoming Their Adult Kids' ATM?

29 Apr 2025

Contributed by Lukas

Nearly half of U.S. parents are still footing the bill for Gen Z and millennials—shelling out an average of $1,500 a month. Join hosts Nick Antonucc...

April 26, 2025: Cash-Flow Crunch: When Parents Pay and Wallets Still Feel Empty

26 Apr 2025

Contributed by Lukas

Nearly half of U.S. parents are still footing the bill for Gen Z and Millennials—shelling out an average of $1,500 a month. We’ll unpack the lates...

Financial Lessons from NCAA and NIL Agreements

22 Apr 2025

Contributed by Lukas

Nick Antonucci, CVA, CEPA, and D.J. Barker, CWS®, join K.C. Smith, CFP®, CEPA, who brings together his two favorite topics: college sports and finan...

April 19, 2025: The Cost of Chasing Headlines—In Markets and College Sports

19 Apr 2025

Contributed by Lukas

With tariff headlines changing by the day, it's tempting to react—but that could be a costly mistake. We’ll break down why chasing policy noi...

April 12, 2025: The Third Best Day in History

12 Apr 2025

Contributed by Lukas

It has been a wild ride in the markets since “Liberation Day.” With global reactions to Trump’s aggressive tariff plan, intraday swings ranging ...

April 12, 2025: Can You Fund Your Retirement by Selling Air Jordans?

12 Apr 2025

Contributed by Lukas

Can you fund your retirement by selling Air Jordans? We learned that Hermès Birkin bags have averaged an annual increase in value of 14.2%, outperfor...

Portfolio Construction and Diversification

08 Apr 2025

Contributed by Lukas

Special guest Jacob Keen, CFA, Henssler’s Director of Investments, joins Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K....

Henssler Money Talks - April 5, 2025

05 Apr 2025

Contributed by Lukas

In this episode, we dive into Trump’s proclaimed ‘Liberation Day,’ a bold move that slapped tariffs ranging from 10% to 90% on key imports—aim...

The New Tariff Buzzword: Uncertainty

01 Apr 2025

Contributed by Lukas

Watching the tariff war shift from day to day can give investors whiplash. On Henssler Money Talks, Nick Antonucci, CVA, CEPA, Director of Research, a...

Henssler Money Talks - March 29, 2025

29 Mar 2025

Contributed by Lukas

Is Your Genetic Makeup for Sale? 23andMe has filed for Chapter 11 bankruptcy, and customers are flocking to the site to delete their data. However, th...

The Henssler Ten Year Rule

25 Mar 2025

Contributed by Lukas

Imagine being relatively confident that when you need to sell your investments for liquidity, the market would be up! On “Henssler Money Talks,” N...

Henssler Money Talks - March 22, 2025

22 Mar 2025

Contributed by Lukas

We start with a detailed breakdown of the Henssler Ten Year Rule, explaining how it allows investors to weather downturns without selling equities. Th...

Thematic Investing: Where Are They Now?

18 Mar 2025

Contributed by Lukas

Original Air Date: March 15, 2025 From AI to GameStop to marijuana stocks, thematic investing has driven some of the hottest market trends in the las...

Henssler Money Talks — March 15, 2025

15 Mar 2025

Contributed by Lukas

Henssler Money Talks — March 15, 2025  Season 39, Episode 11 This week on "Henssler Money Talks," show hosts Nick Antonucci, CVA, CEPA, ...

Market Volatility, Emotions, and Your Financial Plan

11 Mar 2025

Contributed by Lukas

Original Air Date: March 8, 2025   The “Henssler Money Talks” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associate...

Henssler Money Talks - March 8, 2025

08 Mar 2025

Contributed by Lukas

Henssler Money Talks — March 8, 2025  Season 39, Episode 10 This week on "Henssler Money Talks," show hosts Nick Antonucci, CVA, CEPA, D...

Should the U.S. Have a Sovereign Wealth Fund?

04 Mar 2025

Contributed by Lukas

Original Air Date: March 1, 2025  The “Henssler Money Talks” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates ...

Henssler Money Talks — March 1, 2025

01 Mar 2025

Contributed by Lukas

Henssler Money Talks — March 1, 2025  Season 39, Episode 9  This week on "Henssler Money Talks," show hosts Nick Antonucci, CVA, CEPA, D...

Punt Taxes or Pay Taxes

25 Feb 2025

Contributed by Lukas

Original Air Date: February 22, 2025  The “Henssler Money Talks,” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associ...

Henssler Money Talks - February 22, 2025

22 Feb 2025

Contributed by Lukas

Henssler Money Talks — February 22, 2025  Season 39, Episode 8This week on "Henssler Money Talks," show hosts Nick Antonucci, CVA, CEPA, ...

Should You Take Your RMD Early in the Year?

18 Feb 2025

Contributed by Lukas

Original Air Date: February 15, 2025  The “Henssler Money Talks” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associa...

Henssler Money Talks - February 15, 2025

15 Feb 2025

Contributed by Lukas

Henssler Money Talks — February 15, 2025  Season 39, Episode 7This week on "Henssler Money Talks," show hosts Nick Antonucci, CVA, CEPA, ...

Relationship Investment Scams

11 Feb 2025

Contributed by Lukas

Original Air Date: February 8, 2025  The "Henssler Money Talks," show hosts, Nick Antonucci, CVA, CEPA, Director of Research, and Managing ...

Henssler Money Talks - February 8, 2025

08 Feb 2025

Contributed by Lukas

Henssler Money Talks — February 8, 2025  Season 39, Episode 6This week on "Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director o...

Making the Case for Selling Stocks

04 Feb 2025

Contributed by Lukas

 Original Air Date: February 1, 2025   This week on "Henssler Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, a...

Henssler Money Talks — February 1, 2025

01 Feb 2025

Contributed by Lukas

Henssler Money Talks — February 1, 2025  Season 39, Episode 5  This week on "Money Talks," show hosts Nick Antonucci, CVA, CEPA, Directo...

Balancing Risk, Reward, and Emotions: The Adviser Advantage

28 Jan 2025

Contributed by Lukas

Original Air Date: January 25, 2025  "Money Talks," hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smi...

Henssler Money Talks — January 25, 2025

25 Jan 2025

Contributed by Lukas

Henssler Money Talks — January 25, 2025  Season 39, Episode 4 This week on "Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director...

Financial Independence, Retire Early

21 Jan 2025

Contributed by Lukas

Original Air Date: January 18, 2025  Director of Research Nick Antonucci, CVA, CEPA, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker...

Henssler Money Talks — January 18, 2025

18 Jan 2025

Contributed by Lukas

Henssler Money Talks — January 18, 2025  Season 39, Episode 3  This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEP...

Navigating Emotional Financial Topics

14 Jan 2025

Contributed by Lukas

Original Air Date: January 11, 2025  Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates K.C. Smith, CFP®, CEPA, and D....

Henssler Money Talks - January 11, 2025

11 Jan 2025

Contributed by Lukas

Henssler Money Talks — January 11, 2025  Season 39, Episode 2 This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA...

Magic Numbers and Retirement Spending

07 Jan 2025

Contributed by Lukas

Original Air Date: January 4, 2025Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior ...

Henssler Money Talks - January 4, 2025

04 Jan 2025

Contributed by Lukas

Henssler Money Talks — January 4, 2025  Season 39, Episode 1  This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA...

Case Study: Alternative Investments

31 Dec 2024

Contributed by Lukas

Original Air Date: December 21, 2024Director of Research Nick Antonucci, CVA, CEPA, and Managing Associates D.J. Barker, CWS®, and K.C. Smith, CFP®,...

Henssler Money Talks - December 28, 2024 (Repeat)

28 Dec 2024

Contributed by Lukas

This week on Money Talks, we are taking a look back at our best case studies and conversations from the last few weeks, while we celebrate the holiday...

Henssler Money Talks — December 21, 2024

21 Dec 2024

Contributed by Lukas

Henssler Money Talks — December 21, 2024  Season 38, Episode 51This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA...

Case Study: Retirement Income Literacy

17 Dec 2024

Contributed by Lukas

Original Air Date: December 14, 2024 Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates D.J. Barker, CWS®, and K.C. Sm...

Henssler Money Talks - December 14, 2024

14 Dec 2024

Contributed by Lukas

Henssler Money Talks — December 14, 2024 Season 38, Episode 50 This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA...

Case Study: Sequence Risk

10 Dec 2024

Contributed by Lukas

Original Air Date: December 7, 2024 Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates Jarrett McKenzie, CFP®, CWS®, ...

Henssler Money Talks — December 7, 2024

07 Dec 2024

Contributed by Lukas

Henssler Money Talks — December 7, 2024 Season 38, Episode 49 This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA,...

Henssler Money Talks - November 30, 2024 (Repeat)

30 Nov 2024

Contributed by Lukas

This week on Money Talks, we’ll be out of the studio celebrating Thanksgiving and probably grabbing some of those black Friday sales.We’ll be taki...

Case Study: The Advantages in Gifting

26 Nov 2024

Contributed by Lukas

Original Air Date: November 23, 2024 Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, ...

Henssler Money Talks — November 23, 2024

23 Nov 2024

Contributed by Lukas

Henssler Money Talks — November 23, 2024 Season 38, Episode 47 This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA...

Case Study: Failing at Income Planning

19 Nov 2024

Contributed by Lukas

Original Air Date: November 16, 2024 Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Sen...

Henssler Money Talks — November 16, 2024

16 Nov 2024

Contributed by Lukas

Henssler Money Talks — November 16, 2024 Season 38, Episode 46 This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA...

Case Study: Year-end Financial Moves

12 Nov 2024

Contributed by Lukas

  Original Air Date: November 9, 2024  Senior Associate Michael Griffin, CFP®, Associate Josh Weidie, CFP®, CWS®, and Tax Manager Matthew Reed, ...

Henssler Money Talks — November 9, 2024

09 Nov 2024

Contributed by Lukas

Henssler Money Talks — November 9, 2024 Season 38, Episode 45 This week on "Money Talks," Senior Associate Michael Griffin, CFP®, is joi...

Case Study: What to Know as an Executor of an Estate

05 Nov 2024

Contributed by Lukas

Original Air Date: November 2, 2024 Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associate Melanie Wells, CFP®, and Arun G...

Henssler Money Talks — November 2, 2024

02 Nov 2024

Contributed by Lukas

Henssler Money Talks — November 2, 2024 Season 38, Episode 44 This week on "Money Talks," Director of Research, Nick Antonucci, CVA, CEPA...

Case Study: Creating a Legacy of Philanthropy

29 Oct 2024

Contributed by Lukas

Original Air Date: October 29, 2024 Director of Investments Jacob Keen, CFA, is joined by Senior Associate Michael Griffin, CFP ®, and Associate Pet...

Henssler Money Talks - October 26, 2024

26 Oct 2024

Contributed by Lukas

Henssler Money Talks — October 26, 2024 Season 38, Episode 43 This week on "Money Talks," Director of Investments Jacob Keen, CFA, is joi...

Case Study: Test Driving a Retirement Plan

22 Oct 2024

Contributed by Lukas

Original Air Date: October 19, 2024 Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Molly Remeika, CFP®, are joined ...

Henssler Money Talks - October 19, 2024

19 Oct 2024

Contributed by Lukas

Henssler Money Talks — October 19, 2024 Season 38, Episode 42 This week on "Money Talks," Director of Investments Jacob Keen, CFA, is joi...

Case Study: Changes coming to IRAs and 401(k)s in 2025

15 Oct 2024

Contributed by Lukas

Original Air Date: October 12, 2024 Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associates K.C. Smith, CFP®, CEPA, and D....

Henssler Money Talks - October 12, 2024

12 Oct 2024

Contributed by Lukas

Henssler Money Talks — October 12, 2024 Season 38, Episode 41 This week on "Money Talks," Director of Research, Nick Antonucci, CVA, CEPA...

Case Study: IRA Missteps to Avoid

08 Oct 2024

Contributed by Lukas

Original Air Date: October 5, 2024 Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Assoc...

Henssler Money Talks - October 5, 2024

05 Oct 2024

Contributed by Lukas

Henssler Money Talks — October 5, 2024 Season 38, Episode 40 This week on "Money Talks," Director of Research, Nick Antonucci, CVA, CEPA,...

Case Study: Planning for Changes on the Horizon

01 Oct 2024

Contributed by Lukas

Original Air Date: September 28, 2024 Director of Investments Jacob Keen, CFA, is joined by Managing Associate Melanie Wells, CFP®, and Tax Manager ...

Henssler Money Talks — September 28, 2024

28 Sep 2024

Contributed by Lukas

Henssler Money Talks — September 28, 2024 Season 38, Episode 39 This week on "Money Talks," Director of Investments Jacob Keen, CFA, is j...

Case Study: Preparing Your Spouse Financially for your Death

24 Sep 2024

Contributed by Lukas

Original Air Date: September 21, 2024Research Analyst Nick Antonucci, CVA, CEPA is joined by Managing Associate D.J. Barker, CWS®, and Associate Josh...

Henssler Money Talks — September 21, 2024

21 Sep 2024

Contributed by Lukas

Henssler Money Talks — September 21, 2024 Season 38, Episode 38 This week on "Money Talks," Research Analyst Nick Antonucci, CVA, CEPA is...

Case Study: Investors Who Want to Stay in Cash

17 Sep 2024

Contributed by Lukas

Original Air Date: September 14, 2024  Research Analyst Jacob Keen, CFA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior ...

Henssler Money Talks — September 14, 2024

14 Sep 2024

Contributed by Lukas

Henssler Money Talks — September 14, 2024 Season 38, Episode 37  This week on "Money Talks," Research Analyst Jacob Keen, CFA, is joined...

Case Study: Sell Strategies

10 Sep 2024

Contributed by Lukas

Original Air Date: September 10, 2024Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Plan...

Henssler Money Talks — September 7, 2024

07 Sep 2024

Contributed by Lukas

Henssler Money Talks — September 7, 2024 Season 38, Episode 36 This week on "Money Talks," Research Analyst Nick Antonucci, CVA, CEPA is ...

Henssler Money Talks - August 31, 2024 (Repeat)

31 Aug 2024

Contributed by Lukas

This week on Money Talks, the hosts are out of the studio enjoying Labor Day Weekend.  On the Aug. 31, 2024 broadcast, we’ll be taking a look back ...

Case Study: Common Sense Financial Lessons

27 Aug 2024

Contributed by Lukas

Research Analyst Jacob Keen, CFA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Billy Collins, EA, to explain some ...

Henssler Money Talks — August 24, 2024

24 Aug 2024

Contributed by Lukas

Henssler Money Talks — August 24, 2024Season 38, Episode 34This week on "Money Talks," Research Analyst Jacob Keen, CFA, is joined by Mana...

Case Study: Hazards on the Road to Retirement

20 Aug 2024

Contributed by Lukas

On the road to retirement, people often make several common mistakes that can hinder their financial security and overall retirement experience. Resea...

Henssler Money Talks — August 17, 2024

17 Aug 2024

Contributed by Lukas

Henssler Money Talks — August 17, 2024Season 38, Episode 33This week on "Money Talks," Research Analyst Jacob Keen, CFA, is joined by Seni...

Henssler Money Talks - August 10, 2024 (Repeat)

10 Aug 2024

Contributed by Lukas

Henssler Money TalksSeason 38, Episode 32This week on Money Talks, we’ll be out of the studio, but we’ll be taking a look back at some of our best...

Case Study: When RMDs are Not Needed for Living Expenses

06 Aug 2024

Contributed by Lukas

Research Analyst Nick Antonucci, CVA, CEPA is joined by Senior Associate Michael Griffin, CFP®, and Associate Clay Norman, CFP®, to provide some rec...

Henssler Money Talks - August 3, 2024

03 Aug 2024

Contributed by Lukas

Henssler Money Talks — August 3, 2024 Season 38, Episode 31 This week on "Money Talks," Research Analyst Nick Antonucci, CVA, CEPA is joi...

Case Study: Real Estate as an Investment

30 Jul 2024

Contributed by Lukas

 Research Analyst Jacob Keen, CFA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch discuss a couple who want to increase...

Henssler Money Talks - July 27, 2024

27 Jul 2024

Contributed by Lukas

Henssler Money Talks — July 27, 2024Season 38, Episode 30This week on "Money Talks," Research Analyst Jacob Keen, CFA, Managing Associate ...

Investment Whys: The Economics Behind Refinancing Your Mortgage

25 Jul 2024

Contributed by Lukas

The Economics Behind Refinancing Your Mortgage

Case Study: Holding Illiquid Assets

23 Jul 2024

Contributed by Lukas

July 20, 2024 Henssler Money Talks Episode:Managing Associate D.J. Barker, CWS®, and Senior Associate Logan Daniel, CFP®, CRPC®, are joined by Rese...

Henssler Money Talks — July 20, 2024

20 Jul 2024

Contributed by Lukas

Henssler Money Talks — July 20, 2024Season 38, Episode 29This week on "Money Talks," Research Analyst Nick Antonucci, CVA, CEPA, is joined...

Case Study: Net Unrealized Appreciation

16 Jul 2024

Contributed by Lukas

Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate K.C. Smith, CFP®, CEPA, and Associate Josh Weidie, CFP®, CWS®, discuss an investor w...

Henssler Money Talks - July 13, 2024

13 Jul 2024

Contributed by Lukas

Henssler Money Talks — July 13, 2024Season 38, Episode 28This week on "Money Talks," Research Analyst Nick Antonucci, CVA, CEPA, is joined...

Henssler Money Talks — July 6, 2024 - Repeat

06 Jul 2024

Contributed by Lukas

Henssler Money Talks — July 6, 2024 - Repeat Season 38, Episode 27 This week on "Money Talks," we’ll taking some time off for a long In...

Case Study: Managing a Minor’s Money

02 Jul 2024

Contributed by Lukas

This week on “Money Talks,” Managing Associate Melanie Wells, CFP®, and Associate Giuliana Barbagelata, CFP®, address managing a minor’s money...

Henssler Money Talks - June 29, 2024

29 Jun 2024

Contributed by Lukas

 Henssler Money Talks — June 29, 2024 Season 38, Episode 26 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is jo...

Case Study: Withdrawing from a Roth IRA

25 Jun 2024

Contributed by Lukas

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Jacob Pritchard, CF...

Henssler Money Talks - June 22, 2024

22 Jun 2024

Contributed by Lukas

Henssler Money Talks — June 22, 2024Season 38, Episode 25This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined b...

Case Study: Chasing Market Returns

18 Jun 2024

Contributed by Lukas

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Clay Norman, CFP® to discuss an inv...

Henssler Money Talks - June 15, 2024

15 Jun 2024

Contributed by Lukas

Henssler Money Talks — June 15, 2024Season 38, Episode 24This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined b...

Case Study: Tax Benefits for Parents of Disabled Children

11 Jun 2024

Contributed by Lukas

 Chief Investment Officer Troy Harmon, CFA, CVA, along with Senior Associate Logan Daniel, CFP®, CRPC®, and Tax Manager Jessie Thomas, CPA, from He...

Henssler Money Talks - June 8, 2024

08 Jun 2024

Contributed by Lukas

Henssler Money Talks — June 8, 2024Season 38, Episode 23This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by...

Case Study: Bond Investing

04 Jun 2024

Contributed by Lukas

 Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss the uni...

Henssler Money Talks — June 1, 2024

01 Jun 2024

Contributed by Lukas

Henssler Money Talks — June 1, 2024Season 38, Episode 22This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by...

Case Study: Planning When Retirement is 25 Years Away

28 May 2024

Contributed by Lukas

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Josh Weidie, CFP®, CWS®, to prov...

Henssler Money Talks — May 25, 2024

25 May 2024

Contributed by Lukas

Henssler Money Talks — May 25, 2024Season 38, Episode 21This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by...

Case Study: Roth IRA Retirement Income Strategy

21 May 2024

Contributed by Lukas

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRP...

Henssler Money Talks - May 18, 2024

18 May 2024

Contributed by Lukas

Henssler Money Talks — May 18, 2024Season 38, Episode 20 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined ...

Case Study: Pitfalls that Could Derail Your Retirement

14 May 2024

Contributed by Lukas

Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Billy Collins join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss pitf...

Henssler Money Talks - May 11, 2024

11 May 2024

Contributed by Lukas

Henssler Money Talks — May 11, 2024Season 38, Episode 19This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by...

Case Study: Actively and Passively Managed Investments

07 May 2024

Contributed by Lukas

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Molly Rem...