Investors perceive advisors as often wanting to keep them in the dark. This article from Financial Advisor IQ suggests a more enlightened approach driven by the experience of hiqh quality, his integrity advisors. Bottom line, the smarter you are about investing, the better client and parter in the investment process you tend to be.
No surprises there, right. After all, where investments are concerned, not knowing what you are doing is a proven liability. At IOI we always tell our prospective clients, “we don’t care how you invest, by yourself, with a manager or managers, we just care that you are smart about it.” We genuinely don’t care. We don’t have a dog in that fight. We want our students to be astute enough about the market, valuation and how to take full advantage of mispricings to invest successfully wherever their interests and skills take them.
Read the piece above, think about improving your investing education and in the meantime, Invest Intelligently!