episode: 90

listen now

Financial Advice and Investment Success

Can you quantify the value of financial advice? How does an advisor enhance your investment returns? What role does behavioral coaching play in your financial success? Dive into these compelling questions in our latest episode of The Empowered Investor. Join us as we explore the intricate relationship between financial advice and investment success, featuring the insightful expertise of Emile Bouchard from Vanguard.

In this episode, we delve deep into Vanguard’s groundbreaking research on the value of financial advice. Emile Bouchard, a seasoned professional in the financial services industry, shares his insights on how Vanguard’s approach to evidence-based investing and low-cost strategies is reshaping the industry. We dissect the critical components contributing to the value added by financial advisors, including portfolio construction, behavioral coaching, and holistic wealth management.

Wrapping up, we reflect on the evolving landscape of financial advice in the age of AI and robo-advisors. Discover why the human element in financial planning remains irreplaceable, fostering trust, understanding, and customized strategies that align with your unique life events and goals.

Thank you for tuning in!

The Value of Financial Advice

  • Emile’s background and role at Vanguard (1:37)
  • Overview of Vanguard’s research on the value of advice (3:11)
  • Importance of asset allocation and portfolio construction (11:49)
  • Emphasis on low-cost investments and their benefits (17:38)
  • Holistic wealth management and its impact (22:09)
  • The critical role of behavioral coaching (25:07)
  • Discussion on AI, robo advisors, and the future of financial advice (34:55)

 

Mentioned in this Episode:

Thanks for Listening!

Meet your hosts

Keith Matthews

Keith Matthews

Partner & Portfolio Manager

Marcelo Taboada

Marcelo Taboada

Associate Portfolio Manager

Lawrence Greenberg

Lawrence Greenberg

Associate Portfolio Manager

Thanks for Listening!

Be sure to subscribe on AppleGoogleSpotify, or wherever you get your podcasts. And feel free to drop us a line at lawrence@tma-invest.com or 514-695-0096 ext.112 Follow Tulett, Matthews & Associates on social media on LinkedInFacebook, and more! Follow The Empowered Investor on FacebookLinkedIn, and Instagram

Related Episodes

Book Review: Same as Ever, by Morgan Housel
Book Review: Same as Ever, by Morgan Housel

Are we learning from history or repeating the same patterns in different contexts? How does understanding human behavior enhance our investment strategies? Can the past unlock secrets for future financial success?

read more

Stay on top of your financial education

Subcribe and follow to get updates on important wealth management topics.

Share | Partager

We appreciate social shares to help spread our messages! | Nous apprécions les partages sur les médias sociaux pour aider à diffuser nos messages!