A new survey revealed that over 20,000 retirement portfolios are in danger of too much risk. In this episode Jackie Campbell and Monica Haberlin detail why a portfolio review is important but you have to keep your expectations in check. Plus, new year, new observations on Crypto. Is it still a hot trend or should you add it to your portfolio.  For more information on Campbell and Company or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com 

Keep Your Expectations in Check

Jackie Campbell is a Certified Financial Planner™, CPA, and founder of Campbell and Company Wealth Advisors and CPA’s. For over 30 years Jackie has helped adults build successful retirements. Here we talk about current market trends and headlines that affect your finances. We also offer solutions and opportunities to help you retire successfully.

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