Podcast

Advisor Vs. Index?…Wrong Question.

by
Zacc Call

Listen to this episode!

Advisor Vs. Index?…Wrong Question.

Pinning up a financial planner against an index fund is a false dilemma. In fact, your financial planner may be investing your money in index funds. They are not in competition with each other. This misconception plagues both clients and advisors. This episode explains why this is such a dangerous comparison to make. You will learn there many financial planning disciplines. If an index fund is believed to be the best investment, you would hope any good financial planner would recommend you invest in the index. There are so many opportunities for improving your finances beyond choosing Dodge & Cox or the S&P 500. Listen to sort out this false dichotomy.  

Learn More

Education Center

A roadmap to financial success, our education center puts you on the right path. Filter through our outlined subjects and find the content you are looking for with ease.

Learn More

Get Started

The network you need. Reach out and have our team align your goals with a proven strategy!

Learn More
Join The Community!

Sign up for our newsletter and learn more.

Financial Education •  Offers & Updates •  Join the Community