The Savvy Investor PodcastThe Savvy Investor Podcast

Mid-year reviews and Portfolio X-Rays

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It's hard to believe we're halfway through 2020! Ryan Herbert goes into detail about how the team at Prostatis Financial Advisors Group approaches mid-year reviews and what is included in their Portfolio X-Ray. Find out how to determine and understand your appropriate level of risk on this week's Savvy Investor Podcast!

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The Savvy Investor Podcast

The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up the 
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