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: [email protected] 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   LIKE our Facebook Page: https://www.facebook.com/pinespodcast Follow our Instagram: https://www.instagram.com/pines_podcast/   Through the Pines  -  Reminding you to use Yesterday's Dollars to Finance Tomorrow's Dreams.   ****   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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