Beyond the Money

Time to be Defensive with your Portfolio?


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One of the questions the market is struggling with is if the Fed will be able to tame inflation with multiple interest rate hikes. Jackie Campbell and Monica Haberlin debate if it's time to put your portfolios in defensive mode. Plus, over $84 Trillion will be transferred to family & charities over the next 20 years in what’s being called the Great Wealth Transfer. With this, taxes will become a bigger issue with legislators. Jackie offers tips to help you pass money down while not getting destroyed by taxes. 

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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