171214-individual-investors-vs-financial-advisors

Head to head: the individual investor vs a financial advisor by the numbers.

In this week’s podcast I am talking about how individual investors, those who go it alone, do versus having a financial advisor. My data is from DALBAR’s annual survey of investors and their performance.
You’ll find it fascinating. I’d also encourage you to analyze your current performance versus that data. It will help you frame your investment decisions going forward.
See how you compare to the survey results in the podcast below:

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