Don't take a financial plan for granted, says Lebenthal's Tracy Byrnes

Name: Don't take a financial plan for granted, says Lebenthal's Tracy Byrnes
Uploaded: 2025-10-22T15:05:39Z
Description: Tracy Byrnes, vice president of women & investing at Lebenthal Global Advisors, sits down with InvestmentNews anchor Gregg Greenberg to discuss the benefits of maintaining and updating a financial plan.

Tracy Byrnes, vice president of women & investing at Lebenthal Global Advisors, sits down with InvestmentNews anchor Gregg Greenberg to discuss the benefits of maintaining and updating a financial plan.