Beyond the Money

Keep Your Expectations in Check


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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 

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Beyond the MoneyBy Jackie Campbell

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