1.5 Percent Is A Rounding Error, Right?

The World’s Most Expensive Hobby (Part 4)

Key Points

  • Households directly hold a significant percentage of stocks, close to 40% of the U.S. equity market.
  • But the average household gives up about 1.5% a year in performance through unproductive trading.
  • Such underperformance can lead to substantial differences over an investment lifetime.

Continue reading “1.5 Percent Is A Rounding Error, Right?”

The Three Key Benefits of Sound Investment Management Advice

Key Points

  • A financial advisor can help with crafting an investment plan that is suited to your goals, needs, and risk tolerance.
  • A Strategic Model Portfolio can then be implemented to meet your investment objectives.
  • Sound investment management that includes Portfolio Construction, Wealth Management, and Behavioral Coaching can provide tangible long-term benefit.

Continue reading “The Three Key Benefits of Sound Investment Management Advice”