5 Red Flags Your Financial Adviser Isn't Cutting It  Are you leaving money on the table? Your financial adviser might be missing key opportunities. Strategies like direct indexing & tax-efficient rebalancing can open up opportunity and lower costs. Don't settle for a generic portfolio. The kicker? A Vanguard study suggests a high-quality adviser can add up to to 3% net returns annually -- potentially 1.5x more in retirement. Learn the 5 signs to switch. |
No comments:
Post a Comment