Free and Expensive Management: Avoid the Extremes

The Wise Investor Show - Baird

Nov 23 2018 • 21 mins

Simon comments on the current state of the market and how a stealth bear market has already unfolded for much of the S&P 500. He transitions to talk about so-called "free" investment management as well as high-priced boutique platforms. Most of the time, neither provide what is promised in terms of fee transparency or return. Professional advice is very valuable but investors should know exactly what they are paying for.