Episode Details

On this week’s Best of Simply Money podcast, Amy and Bob break down recent market volatility and what it means for investors. They’re joined by Allworth's Chief Investment Officer, Andy Stout, who provides historical context on market downturns and insights into managing large portfolios. They also explore how tax-smart trading can enhance portfolios of all sizes, offering key strategies to optimize financial growth. Plus, Andy shares how investors can align their portfolios with their personal or religious values, without sacrificing returns.