Vanguard’s Advisor Alpha study shows that working with an advisor can boost net returns by around 3% annually through smart investing, tax planning, and behavioral coaching. But the real value? It’s not just about numbers.Ari and James break down how advisors help clients stay level-headed, avoid costly mistakes, and feel more confident about their future. Research even shows investors with $1.2M+ report greater financial happiness with an advisor by their side.Not everyone needs one, but knowing when professional support can make a real difference? That’s the key.
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Timestamps:0:00 - Vanguard Advisor Alpha study1:50 - The claim and a story3:56 - Asset allocation7:40 - Cost-effective implementation9:10 - Rebalancing13:38 - Behavioral coaching18:35 - Asset location21:49 - Spending strategy/withdrawal order26:17 - Total return vs income investing27:48 - An advisor can increase your happiness
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