What's an Advisor Worth?, Ep #2
Financial Symmetry: Balancing Today with Retirement
English - January 05, 2016 17:00 - 6 minutes - 9.01 MB - ★★★★★ - 45 ratingsInvesting Business Management financialplanning financialadvisor financialplanner investing money personalfinance retirement saving Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Am I Saving Enough?, Ep #1
Next Episode: The Top 10 Economic Stories of 2015, Ep #3
Is paying a fee for a financial advisor worth it? According to Vanguard, the leader in do-it-yourself (DIY) investing, they believe a financial advisor can add approximately three percentage points to a client’s investment returns per year. The study (link here) found five separate ways (below) advisors add value (alpha) in working with their clients.
You can find show notes and more information by clicking here: https://wp.me/p6NrVS-20z