|
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.
|