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The Investment Advisor of the Future
HomeEpisode GuideThe Investment Advisor of the Future

The Investment Advisor of the Future

8/20/2017

Guest(s): Dan Dingus

The Investment Advisor of the Future

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An important and potentially costly question is how an investor makes sense of today’s marketplace of information and choices. Tune in to this week’s show to learn about the composition of the investment industry in this changing world and how this impacts the way investors get their information and guidance.

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The Direction of the Investment Industry: Where will you fit?

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The investment industry has changed substantially over the last 40 plus years and much more so than the 200 years of its existence preceding that.

What course will the investment world chart in the future and what will that mean to you?

Investing in mutual funds involves risk, including possible loss of principal. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. Investing in mutual funds involves risk, including possible loss of principal. Municipal bonds are subject to availability and change in price. They are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply. If sold prior to maturity, capital gains tax could apply. No strategy assures success or protects against loss.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Asset allocation does not protect against market risk. Stock investing involves risk including loss of principal. You cannot invest directly into an index. Stock investing involves risk, including loss of principal.

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