Case Study: Volatility Can Provide a Planning Opportunity

Published: April 16, 2018, 10:05 p.m.

Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss how the current volatility in the market presents planning opportunities for investors who follow the Ten Year Rule.