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How to EASILY Outperform Robo-Advisors

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Manage episode 408163898 series 3460431
Content provided by Unconventional Wisdom & Advice Inc. and Ed Rempel. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Unconventional Wisdom & Advice Inc. and Ed Rempel or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

It’s easy to outperform robo-advisors.

Why?

Because they don’t even try to outperform, they try for reasonable returns with less risk.

You would think robo-advisors would just invest in a few broad indexes, but often they don’t. And they require you to invest in bonds no matter how high your risk tolerance.

Robo-advisors are big investment companies, not financial planners. They’re more likely to lose a client because of a 30% one year decline, than 10 years of lagging the index, so they focus on market fluctuations and not your life goals.

This post is about performance. How to get the maximum reliable long-term return. It is not about risk-adjusted returns. It’s about getting a high enough return to achieve your life goals in your Financial Plan.

In my latest podcast episode (under 4 minutes!), you’ll learn exactly how to EASILY outperform robo-advisors.

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 408163898 series 3460431
Content provided by Unconventional Wisdom & Advice Inc. and Ed Rempel. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Unconventional Wisdom & Advice Inc. and Ed Rempel or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

It’s easy to outperform robo-advisors.

Why?

Because they don’t even try to outperform, they try for reasonable returns with less risk.

You would think robo-advisors would just invest in a few broad indexes, but often they don’t. And they require you to invest in bonds no matter how high your risk tolerance.

Robo-advisors are big investment companies, not financial planners. They’re more likely to lose a client because of a 30% one year decline, than 10 years of lagging the index, so they focus on market fluctuations and not your life goals.

This post is about performance. How to get the maximum reliable long-term return. It is not about risk-adjusted returns. It’s about getting a high enough return to achieve your life goals in your Financial Plan.

In my latest podcast episode (under 4 minutes!), you’ll learn exactly how to EASILY outperform robo-advisors.

  continue reading

100 episodes

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