“Do a cost versus benefit analysis... estimate of the return on investment of doing a ground up new process versus retrofitting an existing one.”
JM
Jim Moran
The ISO Review Podcast ·
“‘If you're able to invest on your own, it's going to cost you 1.5% per year. Invest with a financial advisor, it's going to save you 1.5% per year.’”
Retire With Purpose - The Retirement Podcast · The Hidden Tax Drag That Could Cost You Millions
Play from 21:14
21:14
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
What was described
compare advisor fees versus self-directed investing costs
1.5% per year cost for self-directed investing; 1.5% per year saved with an advisor (break-even)
Said nearby on the same subject
“They would then allocate and rebalance the portfolio… lower transaction costs… if you're on a platform that charges transaction fees and you're investing in seven different investments, that's a fairly significant cost.”
♫
Said on Get Started Investing
“Everything would be on a equivalent log scale so that when you look at the NASDAQ in 2000 versus the Dow ... you can visually compare the two.”
♫
Said on The Compound and Friends
“Costs are capped by a statutory scale … funder will recover their legal fees and the ordinary costs as project costs at the end.”
LZ
Litigation funders in New Zealand e.g., LPF, OmniBridgeway, Courthouse Capital
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