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Portfolio Panel Discussion
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Portfolio Panel Discussion


Guest(s): Michael Godwin, Matthew Karr, and Daniel Dingus

Portfolio Panel Discussion

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This week we have a special guest co-host on The Advisor! As the company’s president and executive manager of portfolio management, Daniel Dingus oversees the development and implementation of the firm’s strategic direction across each department. This includes our unique, in-house portfolio management team.

Join us as Dan moderates a discussion about the much needed tools, time, resources, judgement and education necessary to properly manage your hard earned assets. It has to be done correctly, because when your investment goals are upon you, there aren’t any do-overs.

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In this whitepaper, Michael Godwin, manager of portfolio strategy, walks us through Marks’ six options for investing in a low-return world and also discusses economic growth, the “hated rally”, interest rates and more!

Investing in mutual funds involves risk, including possible loss of principal. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. Investing in mutual funds involves risk, including possible loss of principal. Municipal bonds are subject to availability and change in price. They are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply. If sold prior to maturity, capital gains tax could apply. No strategy assures success or protects against loss.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Asset allocation does not protect against market risk. Stock investing involves risk including loss of principal. You cannot invest directly into an index. Stock investing involves risk, including loss of principal.

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