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007 - Actively Managed Portfolios
Manage episode 328425930 series 3311548
Content provided by CPAdvisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CPAdvisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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/
36 episodes
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Manage episode 328425930 series 3311548
Content provided by CPAdvisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CPAdvisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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/
36 episodes
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Similar to Generally Accepted Accounting Podcast
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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continue reading
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continue reading
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