The Big Reveal: Reviewing Your Financial Picture
The Crystal Clear Finances Podcast

The Big Reveal: Reviewing Your Financial Picture

2020-06-12
The Big Reveal: Reviewing Your Financial Picture It may feel uncomfortable to look at your portfolio right now but if you pay attention to your emotional response you can work with your financial advisor to make small tweaks to keep your risk tolerance reflected in your investments.  Join us as we discuss:  The importance of reviewing your financial picture and seeing the impact of COVID19. In addition, understanding what it reveals to you. The possibility that your Risk Tolerance has changed p...
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