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!

Mid-year portfolio review and Risk allocation

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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Mid-year portfolio review and Risk allocation

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