Case Study: Mid-Year Reviews Allow Investors to Get Back on Track

Published: July 10, 2017, 9:58 p.m.

Managing Associate K.C. Smith, CFP®, and Senior Associate, Jarrett McKenzie, CFP®, CWS®, are joined by anchor host Troy Harmon, CFA, CVA, to discuss mid-year financial reviews, and how investors can benefit from a financial checkup this summer.