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Daily Archives: May 7, 2024

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Building Your Optimal Portfolio: The Role of Active and Passive Management

Case Study, Featured, Investment SelectionBy Editorial TeamMay 7, 2024

Chief Investment Officer Troy Harmon, CFA, CVA, and Managing Associate Jarrett McKenzie, CFP®, CWS®, 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.

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