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012 | How to Optimize Your Investment Portfolio with Kevin Smith
Manage episode 398169948 series 3550022
Patrick Lonergan द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Patrick Lonergan या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
Liquidity, market shifts, and risk return —what do they mean for your investment portfolio? Get the answers today!
On the latest Vital Strategies Podcast episode, host Patrick Lonergan welcomes Kevin Smith, CFA, for a deep dive into building a resilient investment portfolio. Kevin brings his top-tier industry expertise to discuss liquidity, time frames, tax implications, and risk management. The conversation explores the positives and negatives of various investment opportunities, emphasizing the importance of strategic portfolio structuring for favorable outcomes.
Kevin’s wealth of experience provides listeners with a deeper understanding of investment portfolio design and risk considerations. Whether you're a seasoned investor or just starting, this episode offers valuable insights that can positively impact your financial decisions. Don't miss out on this opportunity to enhance your approach to investments.
Key takeaways:
- Strategic Portfolio Structuring
- Proactive Corrections Navigation
- Turning Securities into Cash
Resources:
Submit questions to the podcast
Credits:
Sponsored by Vital Wealth
Music by Cephas
Produced by BrightBell Creative
Research and copywriting by Victoria O'Brien
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