007 - Actively Managed Portfolios

from Generally Accepted Accounting Podcast Hosted by CPAdvisors

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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007 - Actively Managed Portfolios

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This episode was published on May 12, 2022.

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