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The Three Es of Effective Investing with Dr. Daniel Crosby
Episode 22

The Three Es of Effective Investing with Dr. Daniel Crosby

Protect Your Assets Market Briefing

May 19, 20224m 11s

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Show Notes

Canadian research found that people who had a short-term relationship with an advisor had about twice as much money as the control group, and those with a long-term relationship with an advisor had 2.73 times the wealth as the control group.

Dr. Daniel Crosby discusses the three Es of effective investing that can help investors evaluate their portfolios and make better decisions about their investments and finances overall. Working with a financial professional can help address all three Es. Find out why here.

 

Read more about the study referenced: ​​https://www.investec.com/en_gb/focus/coronavirus/daniel-crosby-how-covid-19-will-change-the-way-we-invest.html