• SE05:EP07 Would You Rather Retire 30% Richer or with 4X More Wealth? The Folding of Time through Memory- A Message Reincarnate.

  • 2021/03/26
  • 再生時間： 26 分
  • ポッドキャスト

SE05:EP07 Would You Rather Retire 30% Richer or with 4X More Wealth? The Folding of Time through Memory- A Message Reincarnate.

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  • In this episode I compare 5 portfolios from "Do-it Yourself" investment companies with 5 broadly diversified portfolios available from your full-service advisor. The results are not surprising. 

    The issue has never been about delivery, it has been about marketing. The question of the "value" of advice has been fairly definitively answered by now. But even if you don't care about advisor value or you believe in the marketing, a study that only looks at performance will be useful for you.

    ------------

    Follow my Facebook Page here: https://www.facebook.com/jeffhowardbarrett/

    -To subscribe to my e-Newsletter Actualis and to learn all things about basic investment, debt, savings, and insurance advice click here: http://newsletter.actualisbulletin.ca/8787 

    -To Schedule a consultation (virtual) click here: https://outlook.office365.com/owa/calendar/JeffreyHBarrettCIM@sfl.ca/bookings/

    Jeffrey H Barrett CIM® Investment Fund Advisor * Life & Health Insurance Advisor

    7051 Bayers Rd. Suite 202 | Halifax (Nova Scotia) B3L 2C1

    Phone: 902.799.1185 | Fax: 888.384.8818 | Office: 902.446.4560

    jeffrey.barrett@dfsin.ca| www.dfsin.ca/jeffreyhbarrett

    *The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Real investment advice is one-on-one, consultative, and collaborative and should be part of an agreed-to mutual engagement.

      
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あらすじ・解説

In this episode I compare 5 portfolios from "Do-it Yourself" investment companies with 5 broadly diversified portfolios available from your full-service advisor. The results are not surprising. 

The issue has never been about delivery, it has been about marketing. The question of the "value" of advice has been fairly definitively answered by now. But even if you don't care about advisor value or you believe in the marketing, a study that only looks at performance will be useful for you.

------------

Follow my Facebook Page here: https://www.facebook.com/jeffhowardbarrett/

-To subscribe to my e-Newsletter Actualis and to learn all things about basic investment, debt, savings, and insurance advice click here: http://newsletter.actualisbulletin.ca/8787 

-To Schedule a consultation (virtual) click here: https://outlook.office365.com/owa/calendar/JeffreyHBarrettCIM@sfl.ca/bookings/

Jeffrey H Barrett CIM® Investment Fund Advisor * Life & Health Insurance Advisor

7051 Bayers Rd. Suite 202 | Halifax (Nova Scotia) B3L 2C1

Phone: 902.799.1185 | Fax: 888.384.8818 | Office: 902.446.4560

jeffrey.barrett@dfsin.ca| www.dfsin.ca/jeffreyhbarrett

*The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Real investment advice is one-on-one, consultative, and collaborative and should be part of an agreed-to mutual engagement.

  
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