GAAP Episode 007 - Actively Managed Portfolios

GAAP Episode 007 - Actively Managed Portfolios

07/5/2022

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/

DON'T LIKE NUMBERS? WE DO.

At Casey Peterson, LTD, we understand not everyone loves the complexities of accounting like we do. That's what sets us apart from the rest. Our CPAs, accountants, and financial advisors truly love numbers, solving problems, and creating business and financial strategies for our clients.

We’re looking for clients who believe in good customer service — clients who want CPAs, accountants, and financial advisors who are big-picture thinkers and ethical problem solvers. We’re looking for relationships, not transactions.

If you want the same, we should talk.

Contact Us