Vanguard measures the emotional value of an advisor.
In this episode, Tom and Don take a look at the psychological value of a fiduciary-only fiduciary, and how they might help you to earn up to 3% more per year! They also dive into the risks of active investing and why you should probably be skeptical of Janus Henderson funds. In addition, Tom and Don explore the safer option of a real estate investment mutual fund, some of the smarter ways to invest your trust fund money, and whether using appreciated stocks for a charitable donation is a good idea.
Investing your trust money within the same trust, a bond, or a stock.
Having a fiduciary advisor can make you up to 3% more per year.
The psychological value and impact of a fiduciary-only fiduciary.
The risks of active investing and stock management with a Janus fund.
Why real estate is safer with a real estate investment mutual fund.
The Vanguard Real Estate Index Fund’s 13.5 annual return.
Is using appreciated stocks for a charitable donation a good idea?
Why the Gates Foundation works because it’s 60% invested in stocks.
Vestory — https://vestory.com/
What Is a Fiduciary? Here’s How They Can Save You Money — https://www.novimoney.com/blog/what-is-a-fiduciary
Paul Merriman — https://paulmerriman.com/
Janus Funds — https://www.janushenderson.com/en-us/advisor/product/forty-fund/
Enron Scandal — https://www.investopedia.com/updates/enron-scandal-summary/
One-time bond king Bill Gross to retire from Janus Henderson — https://www.cnbc.com/2019/02/04/one-time-bond-king-bill-gross-to-retire-from-janus-henderson.html
Female Financial Fundamentals — https://www.talkingrealmoney.com/new-events/2018/11/14/lunched-female-financial-fundamentals
Helix Funds — http://www.helixfunds.com/
Vanguard Real Estate Index Fund — https://investor.vanguard.com/mutual-funds/profile/VGSIX
Simon Property — https://www.simon.com/
Werehaeuser — https://www.weyerhaeuser.com/
Inside Bill’s Brain — https://www.netflix.com/za/title/80184771
Gates Fund — https://www.gatesfoundation.org/
Jeff Bezos — https://www.forbes.com/profile/jeff-bezos/#7f6ab3051b23