Hawaii Financial Advisor Value
May 24, 2024 | Sage Capone
Key Points for Hawaii Investors
- Maintain Vanguard Advisor Framework with your Advisor and potentially Add up to 3% in Net Returns
Vanguard Research on Working with a Financial Advisor
As legendary investor Warren Buffet says, “the stock market is a device for transferring money from impatient to the patient.” Remember to focus on what’s important to you and your family to accomplish your goals with your individual investment plan, income plan and tax plan.
Seek out help from a Hawaii Financial Advisor! Vanguard Research states in their annual Advisor Alpha Report that by implementing the Vanguard Advisor’s Alpha framework (see chart below) you can potentially add an additional 3% in net returns by working with an advisor. The advisor value adds best practices including asset allocation, diversification, cost-effective strategies, rebalancing, behavioral coaching, and a spending withdrawal strategy. The actual amount of value added may vary significantly depending on a client’s circumstances and time-period invested in the market.
Source:
Vanguard
As always, please do not hesitate to contact Sage Financial Investments for a Free Strategy Review or Second Opinion to discuss your portfolio or re-visit your risk profile.
* Registered Investment Advisor Representatives act as fiduciaries for all our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interest, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. Investments and/or investment strategies involve risk including the possible loss of principal. For a complete description of investment risks, fees and services, review the Brookstone Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Brookstone Capital Management.