When Should You Hire An Investment Advisor? Two Case Studies
Money For the Rest of Us - Podcast tekijän mukaan J. David Stein - Keskiviikkoisin
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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 planWhat to consider when researching an investment advisorWhat is a core-satellite investment approachWhy Schwab was fined $180 million for misleading its clients about the cash balance in its Intelligent Portfolios serviceHow to decide if an investment advisor is a good fitWhy 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.
