Investors' Journeys Mutual Fund Insight - Oct 2024

Some expenses may be worth it

Examining the role of an expert in achieving investment success

Examining the role of an expert in achieving investment success

A combination of circumstances triggered the thought of writing about whether you need a distributor/coach/advisor/expert to help you with your investments. Ever since we started working as distributors, we have not been able to make headway with certain clients, who often find paying brokerage a waste of money. But a recent experience with my son has helped me find a response to that logic. Good times After finishing his engineering studies, my son started working as a software engineer in the US. Like any novice investor, he got enticed by cryptos and a few stocks that were a rage in his friends' circle. He was one of the many 'Robinhood' account holders, where execution was so smooth that he started to feel like a fund manager. I realised the mistakes he was making, but it was better that he learned his lessons early in life when the st

This article was originally published on September 17, 2024.