106 Things We Do For Clients, No. 32

by | Jul 5, 2017 | *Financial Awakenings, Fee Only Financial Planning

No. 32 of 106 Things We Do For Clients

Improve your overall investment performance. According to three studies, an investment advisor can improve your investment performance by 1% to 6% in these ways: optimizing your asset class selection, lowering your management expenses, rebalancing, implementing a tax-efficient withdrawal strategy, strategically locating assets in taxable and non-taxable accounts, and helping you stay in the markets when your brain is screaming at you to sell out. Even 1% higher return over a long period of time can add up to hundreds of thousands of extra dollars available for retirement.

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