Player FM 앱으로 오프라인으로 전환하세요!
When Should You Hire An Investment Advisor? Two Case Studies
Manage episode 338126954 series 3234219
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.
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.
490 에피소드
Manage episode 338126954 series 3234219
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.
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.
490 에피소드
כל הפרקים
×플레이어 FM에 오신것을 환영합니다!
플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.