Episode 57: The Evolution Of Investing

Investing used to be relatively simple with few options. Choose a few mutual funds, focus on growth, and let it ride. Today, we have instant access to an almost limitless amount of information. Yet, it's still difficult making good investment decisions. We've gone from having too little information and guidance to having too much, causing confusion, anxiety, and frustration. In this episode, special guest, Frank Maggiora of AssetMark, Inc., one of the largest investment management platforms in the United States, shares his thoughts and insights on how investors' options have changed, the expanding role of technology, and some of the key services wealthy families are now expecting.