Oct 28, 2019
In episode 203 of Financially Simple, Justin examines the perceived value add of an Investment Advisor when investing.
When you decide to invest, you might hire the services of an Investment Advisor or you might decide to go it alone using information that is readily available. Justin looks at two reports that investigate the topic of hiring an Investment Advisor, and the real and perceived value that having a professional on your side has.
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01:03 - Should I DIY My Own Investing or Hire a Professional
04:06 - What The Research Says: Vanguard Study 2016
07:52 - The Value of an Investment Advisor
10:54 - Vanguard 2019 Study
12:40 - Perceived Value: Morningstar Study
14:01 - Investors Perceived Value of Advisors
16:02 - Advisors Perceived Value of Their Services
18:34 - What Does All This Mean
20:49 - Wrap Up
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Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.