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

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