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What Are You Leaving On The Table? episode artwork

EPISODE · Apr 27, 2023 · 34 MIN

What Are You Leaving On The Table?

from Wealthy Behavior · host Heritage Financial Services

In 2001, Vanguard, a company that is known for do-it-yourself, low-cost index investing, published a study on the value that an 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 Wealthy Behavior, we are joined by special guest Michael DiJoseph, CFA. 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.What are you leaving on the table by not working with an advisor? Or, by working with an advisor that isn’t following best practices? Listen in as Mike breaks down Vanguard’s study and explains what investors should know about improving their finances and net return investment experience.A copy of Vanguards Advisor’s Alpha study can be found at https://advisors.vanguard.com/advisors-alpha/.*BONUS* How To Build Your Next Million, our free ebook, teaches investors about the tools that can help them SAVE more, GROW more, KEEP more, and PROTECT more. Get your copy today!We’d love to hear from you! Email us questions, ideas, or feedback at [email protected].

Episode metadata supplied by the publisher feed · Published Apr 27, 2023

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What Are You Leaving On The Table?

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How long is this episode of Wealthy Behavior?

This episode is 34 minutes long.

When was this Wealthy Behavior episode published?

This episode was published on April 27, 2023.

What is this episode about?

In 2001, Vanguard, a company that is known for do-it-yourself, low-cost index investing, published a study on the value that an advisor can add to an investment experience. Over the years Vanguard Advisor’s Alpha study has been updated a few times,...

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