Case Study: Asset Protection for Your Cash Investments

Published: Nov. 19, 2018, 2:09 p.m.

Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, join Chief Investment Officer Troy Harmon, CFA, CVA to discuss asset protection when investors are required to take—sometimes significant—withdrawals from their retirement accounts. They discuss FDIC limits and other ways to preserve principal.