New research indicates that working with an Advisor adds 1.6 to 3 percentage points in annual returns – which could result in having 22% more retirement income!
While we have long believed that our clients achieve higher returns over the long run than those that manage their investments themselves, two newly-released, independent studies have confirmed this belief. Vanguard recently published a report indicating that returns over a full market cycle could be as much as three percentage points higher for individuals using Investment Advisors.1 A separate Morningstar report concluded that returns increased by 1.6 percentage points for those using an Advisor. Over time, working with an advisor could add as much as 22% in additional retirement income!2
If you have any questions on any of these studies or our processes, please feel free to contact us at 800-401-6477 or visit us at www.alignmywealth.com
Thanks for looking,
Senior Wealth Advisor
Align Wealth Management
brian@alignmywealth.com
Read more at alignmywealth.com/blog.html
Brian Puckett | JD, CPA, PFS, CFP®
13921 Quail Pointe Drive | Oklahoma City, OK 73134
T: 405.607.4820 | F: 405.294.3340
125 5th St. S. Suite 201 | St. Petersburg, FL 33701
T: 727.455.0033
Toll Free: 800.401.6477
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1. Francis M. Kinniry Jr., Colleen M. Jaconetti, Michael A. DiJoseph, and Yan Zilbering, “Putting a Value on Your Value: Quantifying Vanguard Advisor’s Alpha,” Vanguard Research, March 2014. https://pressroom.vanguard.com/nonindexed/Quantifying_Vanguard_Advisors_Alpha_3.10.2014.pdf
2. David Blanchett and Paul Kaplin, “Alpha, Beta, and Now . . . Gamma,” Morningstar Investment Management, August 28, 2013.
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