Investors' Journeys

Some expenses are worth it

Examining the role an expert can play in achieving investment success

Some expenses are worth it

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.

This article was originally published on June 20, 2023.


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