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Financial Portfolio Basics // Through The Pines
Manage episode 408326355 series 3561660
Το περιεχόμενο παρέχεται από το R. Brandon Long and Through The Pines. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον R. Brandon Long and Through The Pines ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
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
- Personality
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: rex.m.baxter@ampf.com
Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/
PORTFOLIO TYPES
Types:
- Stocks
- Bonds
- Mutual Funds
- Alternative Investments
- Cash
- Real Estate
- Business Ownership
Personality: (Investopidea)
- Aggressive: An aggressive portfolio takes on great risks in search of great returns
- Defensive: A defensive portfolio focuses on consumer staples that are impervious to downturns
- Income: An income portfolio concentrates on shareholder distributions
- Speculative: The speculative portfolio is not for the faint-hearted…
- Hybrid: The hybrid portfolio diversifies across asset classes
Find value in this podcast, consider supporting us here: https://www.buymeacoffee.com/banyanmedia
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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
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