23 min listen
The Vanguard Verdict: How Advisors Boost Returns by 3%
The Vanguard Verdict: How Advisors Boost Returns by 3%
ratings:
Length:
32 minutes
Released:
Nov 20, 2023
Format:
Podcast episode
Description
In today's episode, we discuss an eye-opening study from Vanguard, a leader in the DIY investing space. In this report, they cover how partnering with a financial advisor could potentially amplify your average annual return by a notable 3%. (Hint…it’s more than just “doing your investments.”) We'll break down the methodology behind this report and explore the nuances of the value an advisor brings to the table. To get on the same page, you can find the report here: https://advisors.vanguard.com/insights/article/putting-a-value-on-your-value-quantifying-adv isors-alpha If you’re thinking "I love the Big Picture Retirement podcast” please consider rating and reviewing this show! This helps us support more people -- just like you -- move toward a confident retirement. Just scroll down to the “ratings and reviews” section, tap to rate with five stars, and select “Write a Review.” Then be sure to let us know what you loved most about the episode! Also, if you haven’t done so already, follow the podcast. We’re adding new content every week and if you’re not following there’s a good chance you’ll miss out. Follow now! Want to ask Devin or John your question? Just visit https://www.bigpictureretirement.com/ and look for the tab on the right side that says “Send A Voicemail.” Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. Contact Devin’s team at https://www.carrolladvisory.com/ Contact John’s team at https://www.rossandshoalmire.com/
Released:
Nov 20, 2023
Format:
Podcast episode
Titles in the series (100)
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