Ryan P. Johnson CFA, CFP®
Director of Equity Research
Have you ever been curious about how portfolios are constructed and managed? During this seminar, we provided insight and discussed overall stock/bond allocations, equity weights allotted to large cap versus mid/small, domestic versus international, individual stock selection, strategic asset placement, minimizing tax impact, portfolio review process, and incorporating equity research rating changes. Overall, you will learn how each piece of the puzzle fits together to create a well rounded and successful portfolio. Please enjoy the video!