In this episode, we get to know advisor Emily Agosto better. Emily has extensive professional experience as an accountant, investment advisor and financial professional. Learn more about how she approaches her financial advising practice and why she enjoys it so much.
What It's Like to Work With Us Connecting the Dollars Podcast Episode 43 Emily and Amanda get into what it's like to work with a Propel financial advisor. They walk through the steps from the introductory phone call to an on-going relationship.
In honor of Valentine's Day, Amanda and Emily discuss how to evaluate a stock for a long-term commitment. They teach you: - Where to find sources of reliable information, and - The numbers to consider before buying any stock.
Amanda is joined by fellow advisor David Vaught, CFA, to discuss the pros and cons of model and bespoke portfolios. They delve into: Quantitative vs qualitative considerations in investment portfolios; How models impact the sales model that financial advisors and brokers use; and Whether or not models are something we can rely on based on their past performance.
In this episode, we get to know advisor Amanda Vaught better. Amanda has extensive professional experience as an investment advisor and financial professional. Learn more about how she approaches her financial advising practice and why she enjoys it so much.
Emily & Amanda discuss New Year's resolutions incorporating Roth IRAs, High Yield Savings accounts, and budgeting.