Twenty percent of near - retirees who did not consistently use professional investment assistance earned a 10 - year annualized rate of return below 0 %. (planadviser.com)
It really is a marriage of the best of both worlds in terms of low - cost access to trading with as much or as little investment assistance as you need. (stockmonkeys.com)
And she is licensed as a «private counselor» in the U.S., so she can provide investment assistance to snowbirds when they reside there. (moneysense.ca)