In 2001, Vanguard, a company that is known for do-it-yourself, low-cost index investing, published a study on the value that a financial advisor can add to an investment experience.
Over the years Vanguard Advisor’s Alpha study has been updated a few times, yet the conclusion remains the same – working with an advisor can add about 3% in net investment returns.
In this episode of the Wealthy Behavior podcast, I was joined by Michael DiJoseph. Mike is a Senior Strategist at Vanguard’s Investment Advisory Research Center, the group responsible for creating, articulating, and implementing world-class investment, wealth management, behavioral coaching, and practice management thought leadership.
Listen in as Mike shares concrete ways an investor can improve their finances and their investment performance.
Be sure to also check out these two resources as well:
Your Financial Planning Checklist and Stock Investing Mistakes
What Are You Leaving On The Table?
Available through the link in title and wherever you get your podcasts
