Big Picture Retirement®

The Vanguard Verdict: How Advisors Boost Returns by 3%


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In today's episode, we discuss an eye-opening study from Vanguard, a leader in the DIY investing space. In this report, they cover how partnering with a financial advisor could potentially amplify your average annual return by a notable 3%. (Hint…it's more than just "doing your investments.")

We'll break down the methodology behind this report and explore the nuances of the value an advisor brings to the table.

To get on the same page, you can find the report here: https://advisors.vanguard.com/insights/article/putting-a-value-on-your-value-quantifying-adv isors-alpha

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Want to ask Devin or John your question? Just visit https://www.bigpictureretirement.com/ and look for the tab on the right side that says "Send A Voicemail."

Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms.

Contact Devin's team at https://www.carrolladvisory.com/

Contact John's team at https://www.rossandshoalmire.com/

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Big Picture Retirement®By Devin Carroll, CFP® & John Ross, JD

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