Show Description: Jason and Alex discuss the three most common paths that we have in pursuing the best investment experience.

Option 1 is the “do it yourselfer”, this person never sought professional financial advice and chose instead to manage their own investments and financial plan.

Option 2 is the person who sought professional advice from a “big company name”. They have followed this advice and guidance their entire lives.

Option 3 is the person who sought financial advice from an independent fiduciary adviser or adviser team, a full time fiduciary. They have also followed this advice and guidance their entire lives.

Each one of these people made decisions on which path to pursue. The results and experience tend to vary dramatically as evidenced by industry studies such as DALBAR’s Quantitative Analysis of Investor Behavior. In the show Jason and Alex objectively compare the three paths to help listeners determine which path they are on and how to best navigate the present and the future of their investment journeys.

In this show you will learn about:

• The services and costs associated with “doing it yourself” compared to the “big company names” compared to the Independent, full time fiduciary RIA”

• How to best navigate any of these paths in a way that makes the most sense for you

• The things that you can and can’t control and what to do along the way