Bringing value through advice
From: Vanguard
Your investment goals are personal
They’re about taking care of your family, feeling secure, and being comfortable. And whether your goals include retirement planning, charitable giving, or transitioning wealth, selecting a professional advisor to help you is a critical decision for your financial future. You want to make sure you’re getting real value. But how do you define the value of advice?
The benefits of professional advice
Vanguard research shows that an advisor who employs all the wealth management practices described in this investor note can add meaningful value compared with the average investor experience.
For the average investor, capturing the real value from these practices has proved challenging and oftentimes counterintuitive. In many cases, you would require expert tax and financial planning experience. However, a professional advisor, using some or all of the following strategies, can help capture a far greater share of the market’s potential than you most likely could on your own.
