When Should You Hire An Investment Advisor? Two Case Studies

Money For the Rest of Us

Το περιεχόμενο παρέχεται από το Money For the Rest of Us and J. David Stein. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Money For the Rest of Us and J. David Stein ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

1+ y ago 29:17

MP3•Αρχική οθόνη επεισοδίου

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.

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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

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