Case Study: Asset Allocation: Strategically Planning with Tactical Moves

Published: Nov. 17, 2020, 1:30 p.m.

This week on “Money Talks,” Research Analyst Jacob Keen, CFA, Senior Associate Jarrett McKenzie, CFP®, CWS®, and Associate Michael Griffin, CFP® discuss why your asset allocation should be strategically planned rather than influenced by whoever is in the President’s Office or which party controls Congress.