Amanda is joined by fellow advisor David Vaught, CFA, to discuss the pros and cons of model and bespoke portfolios.  
They delve into: Quantitative vs qualitative considerations in investment portfolios; How models impact the sales model that financial advisors and brokers use; and Whether or not models are something we can rely on based on their past performance.
www.connectingthedollars.com

Amanda is joined by fellow advisor David Vaught, CFA, to discuss the pros and cons of model and bespoke portfolios. They delve into: Quantitative vs qualitative considerations in investment portfolios; How models impact the sales model that financial advisors and brokers use; and Whether or not models are something we can rely on based on their past performance. www.connectingthedollars.com

Amanda is joined by fellow advisor David Vaught, CFA, to discuss the pros and cons of model and bespoke portfolios. &nbsp;
They delve into: Quantitative vs qualitative considerations in investment portfolios; How models impact the sales model that financial advisors and brokers use; and Whether or not models are something we can rely on based on their past performance.
www.connectingthedollars.com

Models vs Bespoke Portfolios

Connecting the Dollars is a podcast co-hosted by Emily Agosto, CPA and Amanda Vaught, JD. In each episode, Emily and Amanda explore personal finance topics affecting Gen X and Millennials and share experiences to help make sense of an often confusing and changing industry. Join them as they discuss timely topics and answer commonly asked questions they hear as financial advisors at Propel Financial Advisors.

Share Models vs Bespoke Portfolios

Sign up to save your podcasts

Models vs Bespoke Portfolios

Models vs Bespoke Portfolios