It's marketed as a tool to sell financial plans and/or product like expensive retail mutual funds, life insurance and annuities. The firm controls the product recommendations and the consumer working with the advisor has little way of knowing whether the recommendations are in their best interest or the best interest of the advisor.
It puts the investing consumer back in control and helps them to deal with the instincts and emotions that are at the root of poor investment behaviors/activities. Studies reveal the average investor lives with poorly allocated and highly volatile investment portfolios. If you're one of these investors, take control by educating yourself, understand what market rates of return are and capture them with proven investment strategies.
It puts the investing consumer back in control and helps them to deal with the instincts and emotions that are at the root of poor investment behaviors/activities. Studies reveal the average investor lives with poorly allocated and highly volatile investment portfolios. If you're one of these investors, take control by educating yourself, understand what market rates of return are and capture them with proven investment strategies.
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The average investor using traditional investment advice that tried to beat the S&P 500 made a meager 4.25% for the period of 1993-2012. Over the same 20 year period, the S&P 500 averaged 8.21%*. Why are the results so poor? Negative investor behavior or activity. Don't mistake that stock picking, market timing, and chasing performance (such as using Morningstar "star ratings" to pick mutual funds) will lead to improved investment returns.
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