Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while editing his TikTok videos, this is Through the Pines… On this episode we explore Portfolio Types

• Types

We cover these topics on this episode of Through The Pines…

Our Advisors for this episode are Rex Baxter and Brandyn Smith with planwithbaxter.com

2023 & 2024 Forbes Best in State Wealth Management Teams For Utah -

Advisor Hub Fastest Growing Advisors to Watch under 1 Billion -

Receivers of the Ameriprise Client Experience Award -

Financial Advisors: Baxter, Smith & Associates

Contact: [email protected]

Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/

PORTFOLIO TYPES

Types:

• Stocks

Personality: (Investopidea)

• Aggressive: An aggressive portfolio takes on great risks in search of great returns

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Through the Pines  -  Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams.

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This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com The Banyan Collective & Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.

Through the Pines Podcast Copyright, The Banyan Collective - 2024