Swim with Jim – Portfolios with Mac MacKillop

Swim With Jim

Swim with Jim – Portfolios with Mac MacKillop

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?

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