Oct 25, 2022
In this episode, we welcome Jason Barsema, president and co-founder of Halo Investing. This fintech platform provides financial advisors with solutions for their clients that historically have only been available to ultra high net worth individuals. Be it bonds or equities, the 60/40 portfolios have had the worst first half of any year going back to 1932. Downside risk is on everyone's mind. Find out why Jason and Halo Investing are seeing such a huge demand for their platform and their business.