How does SLP Wealth invest client accounts?

Here are a few educational videos explaining how SLP Wealth invests client portfolios.

We made a “Basic” guide and an “Advanced” guide. You only need to watch one.

Of the 2 educational videos, pick the one that most closely matches your level of investing knowledge. When in doubt, check them both out.

• Basic: https://www.youtube.com/watch?v=-rMTIRCebzk 
• A few things we cover in the Basic Version:
  • Stocks and bonds can be pooled into investment vehicles called mutual funds and ETFs
  • How a mutual fund and an ETF work
  • Why we use ETFs instead of mutual funds because of tax efficiency
  • Why stocks tend to go up in value more than bonds
• Advanced: https://www.youtube.com/watch?v=9bLLhzlrxZs 
• A few things we cover in the Advanced Version:
  • How tax loss harvesting works
  • How to avoid paying way too much in taxes when investing
  • Why do we include and exclude certain asset classes
  • How you can achieve your goals faster with less money through sophisticated portfolio management
• And bonus: A 1 hour webinar where Travis covers topics along with some Q&A: us02web.zoom.us/rec/share/YwMYB4Ypx-YnILPIeGDI3aFnoJ2Bb3ofnyP80DQwYlkoxGO4flhs4lMwavHgBCyA.5PKwZN6nggPgkkCH 
  • Here’s the source from Vanguard Travis mentioned in the webinar:
  • advisors.vanguard.com/insights/article/putting-a-value-on-your-value-quantifying-advisors-alpha