Investing is simple but not easy. To that end, what are the impacts if you do a poor job managing your investments?
Several studies from Vanguard and Morningstar have attempted to quantify how behavioral coaching can impact your savings. The numbers settle around 1.5-2%/yr. That may not sound like much, but could equate to millions of difference over 30+ years of savings.
On this episode, we continue to explore the benefits of the wealth management relationship. If you haven’t listened to the first part you can find it here.
🎥 See video recaps here
📬 Tips each month to help you Enhance Your Today and Enrich Your Tomorrow. Download the Benefits of Wealth Management here
📰 See the full show notes here