Vital Strategies 012 | How to Optimize Your Investment Portfolio with Kevin Smith
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