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The Three Most Common Paths in Pursuing a Better Investment Experience

Jason and Alex discuss the three most common paths that we have in pursuing the best investment experience.

Option 1 is the “do it yourselfer”, this person never sought professional financial advice and chose instead to manage their own investments and financial plan.

Option 2 is the person who sought professional advice from a “big company name”. They have followed this advice and guidance their entire lives.

Option 3 is the person who sought financial advice from an independent fiduciary adviser or adviser team, a full time fiduciary. They have also followed this advice and guidance their entire lives.

Each one of these people made decisions on which path to pursue. The results and experience tend to vary dramatically as evidenced by industry studies such as DALBAR’s Quantitative Analysis of Investor Behavior. In the show Jason and Alex objectively compare the three paths to help listeners determine which path they are on and how to best navigate the present and the future of their investment journeys.

In this show you will learn about:

  • The services and costs associated with “doing it yourself” compared to the “big company names” compared to the Independent, full time fiduciary RIA”
  • How to best navigate any of these paths in a way that makes the most sense for you
  • The things that you can and can’t control and what to do along the way


    Transcript Available Here


    The content of this radio show is provided for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any types of securities. Mr. Labrum and Intelligence Driven Advisers/Financial Detox are not responsible for the consequences of any decisions or actions taken as a result of information provided in this radio show and do not warrant or guarantee the accuracy or completeness of the information provided. The information discussed today reflects the views of Mr. Labrum and his guest(s) as of the date of this show and are subject to change without notice.Past performance is no guarantee of future results. Any forward looking statements or forecasts are based on assumptions and actual results may vary from any such statements or forecasts. No reliance should be placed on any statements or forecasts when making any investment decision. Accordingly, listeners should not rely solely on the information provided today in making any investment decision.There is a risk of loss from investing in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor’s financial situation or risk tolerance. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses.