Models vs Bespoke Portfolios
Released Thursday, 29th February 2024
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Models vs Bespoke Portfolios
Models vs Bespoke Portfolios
Thursday, 29th February 2024
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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
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Connecting the Dollars by Propel Financial Advisors
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.Join Podchaser to...
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