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We're halfway through 2020! Jackie and Monica discuss what types of things they cover with their clients during mid-year portfolio reviews. They also share how they help others understand their risk level and their allocation using a tool called Riskalize. Plus, a new weekly feature - Campbell and Company's Tip of the Day!
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We're halfway through 2020! Jackie and Monica discuss what types of things they cover with their clients during mid-year portfolio reviews. They also share how they help others understand their risk level and their allocation using a tool called Riskalize. Plus, a new weekly feature - Campbell and Company's Tip of the Day!