Portfolios with Mac MacKillop

Swim With Jim

Portfolios with Mac MacKillop

Episode 012

We talk with Mac MacKillop of First Ascent Asset Management about simple portfolios.

Questions include

1. Do we need to discuss active versus passive portfolios before we talk about simple portfolios?

2. What is a simple portfolio and when does it go beyond simple?

3. When should a do it yourself-er hand over portfolios to a professional?

Jim Ludwick
jim@adviceonly.net

Jim Ludwick is the founder of MainStreet Financial Planning. His varied education and life experiences have enabled him to apply his knowledge and experience into useful solutions for personal financial problems. His writing and broadcasting activities allow him to help many more than just individual clients. He loves a microphone.

Get Started with Jim