Author Archives: Veterans Support Syndicate

CNBC is launching new show called “Leader’s Playbook”

CNBC is launching a new show called “Leader’s Playbook” that will air on Wednesday evenings. The show, hosted by senior media and technology correspondent Julia Boorstin, will have conversations with top CEOs and business leaders about how they think, navigate crisis, and lead. It airs at 10 p.m. The first episode ran last week. BoorstinContinueContinue reading “CNBC is launching new show called “Leader’s Playbook””

How to do an in-depth portfolio review with these 8 steps

If you’d like to do a thorough review of your portfolio and plan, here are the key steps to take. I recommend doing them over a series of sessions, not all at once. Step 1: Gather your documentation This could be your current investment statements, plus Social Security and pension. Pro tip: Set up aContinueContinue reading “How to do an in-depth portfolio review with these 8 steps”

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