GAAP Episode 007 - Actively Managed Portfolios
04/25/2024
Our Avantax friend, Kevin Dement, is back and we're talking about portfolios. Specifically, what makes an actively managed or asset allocation portfolio different from other portfolio types. What are the benefits, risks, and how do you find a partner that you can trust? Listen in to learn more!
0:00 Introduction
2:00 Types of Portfolios
4:48 Portfolio Fees
6:50 Actively Managed Portfolio Features
8:22 How Portfolio Changes are Made
11:57 Trust & Transparency
13:32 Investment Risks & Tolerances
Relevant terms:
Large-Cap - Greater than ten billion dollars in market cap
Mid-Cap - Between two billion and ten billion dollars in market cap
Small-Cap - Less than two billion dollars in market cap
To learn more about Avantax and the services they offer, please visit https://www.avantax.com/
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