When Should You Hire An Investment Advisor? Two Case Studies

Money For the Rest of Us

Konten disediakan oleh Money For the Rest of Us and J. David Stein. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Money For the Rest of Us and J. David Stein atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.

1+ y ago 29:17

MP3•Beranda episode

We analyze two listeners' portfolios. One who is close to retirement and considering hiring an outside money manager. The second is 45 and just sold a business and is trying to decide whether to fire Schwab's robo-advisor service and manage his portfolio on his own.

Topics covered include:

What elements are part of a financial plan
What to consider when researching an investment advisor
What is a core-satellite investment approach
Why Schwab was fined $180 million for misleading its clients about the cash balance in its Intelligent Portfolios service
How to decide if an investment advisor is a good fit
Why no portfolio can be on autopilot, but they can be as simple as two ETFs

For more information on this episode click here.

Sponsors

Express VPN - get three months free on VPN service

Masterworks - Invest in contemporary art

Show Notes

Schwab Subsidiaries Misled Robo-Adviser Clients about Absence of Hidden Fees—SEC

Cease-And-Desist Order Against Charles Schwab & Co, June 13, 2022—SEC

Related Episodes

92: What Robo-Advisors Recommend

248: How to Avoid Investment Fraud

303: How To Do Financial Planning

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

488 episode

#Trading #Business #Money For the Rest of Us #J. David Stein #Investing #Economy #Economics