The Value of a Financial Advisor – Asset Allocation

The Value of a Financial Advisor – Asset Allocation

Last week we discussed the value a financial advisor can add and saw that Vanguard estimates it to be about 3%. In their paper, they talk about all the ways that an advisor can add value. Let’s talk about the first one – asset allocation.   What is Asset...
How Much Value Can a Financial Advisor Add?

How Much Value Can a Financial Advisor Add?

I manage most of my finances, but I regularly get help from a Certified Financial Planner from Vanguard. I figure that it can only help to get an expert 2nd opinion. If you are one of those do-it-yourselfers who doesn’t use a financial advisor, have you ever...