According to Vanguard’s “Advisor’s Alpha” study, a good financial advisor can add about 3% in net returns *per year* through behavioral coaching, asset allocation, rebalancing, and tax planning. In this video our financial advisor Sean discusses, in detail, the reasons behind that performance gap.
DIY investors often underperform the market because they tend to react emotionally to market movement versus sticking to a risk appropriate financial plan. For more information, please read this study by @DALBAR titled Investor Behavior Continues to Hinder Returns. <— hyperlink https://www.dalbar.com/Portals/dalbar/Cache/News/PressReleases/QAIB2024_PR.pdf
A good financial advisor should provide concrete value to clients, beyond just portfolio returns. If you’d like to have a no obligation chat with Sean give us a call at 603-715-2335 or click HERE to schedule time directly on Sean’s calendar.