The Benefits of A Professional

“He who represents himself has a fool for a client.”

— Abraham Lincoln


Some things give you great satisfaction when you do them yourself. But when it comes to managing a portfolio, especially your retirement assets, it may be wise to ask yourself if it’s worth the time, energy, stress and potentially lower returns.

The perspective that a professional brings can have real value. A recent study by Dalbar Analytics revealed that the value added by an advisor can equate to:


This additional 3% in annual returns has the potential to greatly boost the growth of your nest egg over the long term.

If you feel it’s time to consider using a professional to manage your assets, give us a call at 973-771-5120.


Although information herein has been obtained from sources deemed reliable, its accuracy and completeness are not asserted. All opinions and estimates included in this report constitute the judgment of the financial advisor as of the dates indicated and are subject to change without notice. This report is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security.

Investing involves risk and you may incur a profit or a loss. Diversification does not ensure a profit or ensure against a loss. There is no assurance that any investment strategy will be successful.  Past performance is no assurance of future results.

Please consider the charges, risks, expenses and investment objectives carefully before investing. Please see a prospectus containing this and other information. Read it carefully before you invest or send money.

Information provided should not be construed as legal or tax advice.  You should discuss any tax or legal matter with the appropriate professional.

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