What Does Vanguard Say About Financial Advisors? скачать в хорошем качестве

What Does Vanguard Say About Financial Advisors?

Vanguard’s Advisor Alpha study shows that working with an advisor can boost net returns by around 3% annually through smart investing, tax planning, and behavioral coaching. But the real value? It’s not just about numbers. Ari and James break down how advisors help clients stay level-headed, avoid costly mistakes, and feel more confident about their future. Research even shows investors with $1.2M+ report greater financial happiness with an advisor by their side. Not everyone needs one, but knowing when professional support can make a real difference? That’s the key. ======================= 🔗 Connect with us → https://learn.rootfinancialpartners.c... Join our free community → https://root-collective-58ba64.circle... Facebook:   / rootfinancialpartners   Instagram: https://www.instagram.com/rootfinanci... LinkedIn:   / root-financial-partners   ⏱Timestamps:⏱ 0:00 - Vanguard Advisor Alpha study 1:50 - The claim and a story 3:56 - Asset allocation 7:40 - Cost-effective implementation 9:10 - Rebalancing 13:38 - Behavioral coaching 18:35 - Asset location 21:49 - Spending strategy/withdrawal order 26:17 - Total return vs income investing 27:48 - An advisor can increase your happiness Advisory services are offered through Root Financial Partners, LLC, an SEC registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. We do not provide tax preparation or legal services. Always consult with your CPA or attorney regarding your specific situation. Viewing this video does not create an advisory relationship with Root Financial. We only provide advisory services to clients under a written agreement. Investment strategies discussed may not be suitable for everyone. All investments involve risk, and past performance is not indicative of future results. Any opinions expressed are as of the date of recording and are subject to change. Comments left on this video reflect the views and opinions of the individual commenters and do not necessarily represent the views of Root Financial Partners, LLC. Comments should not be considered a testimonial or endorsement of our services and have not been solicited or compensated. Root does not verify the accuracy of comments and is not responsible for their content.