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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!
By Jackie Campbell5
1515 ratings
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!

3,215 Listeners