320 Is It Worth It?

Sound Retirement Planning Podcast

In this episode Jason looks at the fees you pay for investing and the fees you pay for advice and asks “is it worth it?” Below are links to the research mentioned in this post.

Canadian study:
https://www.investmentexecutive.com/inside-track_/paul-bourque/canadian-investors-value-advice/

Vanguard Advisor Alpha:
https://advisors.vanguard.com/iwe/pdf/ISGQVAA.pdf

Morningstar Gamma:
https://www.morningstar.com/content/dam/marketing/shared/research/foundational/677796-AlphaBetaGamma.pdf

Envestnet PMC The Advisor Advantage:
https://www.investpmc.com/insights/white-papers/capital-sigma-advisor-advantage

Cost Matter Hypothesis:
https://www.morningstar.com/articles/740544/the-cost-matters-hypothesis

Should you hire a financial advisor:
https://www.thebalance.com/should-you-hire-a-financial-advisor-4120717

The 5 best S&P500 Index Funds (And the worst one)
https://www.doughroller.net/investing/the-5-best-sp-500-index-funds-and-the-worst-one/

ETF vs Mutual Funds cost comparison:
https://www.fidelity.com/learning-center/investment-products/etf/etfs-cost-comparison