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Daily Archives: June 28, 2022

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Mid-Year: Evaluate Where You Are, but Don’t Lose Sight of the Future

Case Study, Featured, Investment Selection, Nearing Retirement, New Year/End of Year, Personal Finance, RetirementBy Editorial TeamJune 28, 2022

Managing Associate K.C. Smith, CFP®, CEPA, leads Chief Investment Officer Troy Harmon, CFA, CVA, and Senior Financial Planner Josh Weidie, CWS®, on a discussion of what investors can do mid-year to reassess their financial situation.

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