Mon Oct 07 2024, by Tyler Gardner

Financial AdvisorsInvestment StrategyMarket TimingIndex FundsWealth Management

Secrets to Success from the Top Financial Advisors of 2024

CNBC just published their list of top financial advisors for 2024, and here is exactly what the number one firm in America had to say is their secret to success.

I'm Tyler. I'm a former financial advisor and portfolio manager, and now I make financial content for free so that you don't have to pay for it.

Heritage Investment Group, CNBC's number one pick overall, said that their big secret to success, the reason they're number one, is that, and I quote, they do not engage in market timing, stock picking, or tactical allocation on any level. They do not react to market movements or economic news.

Translation, you would do just as well as the top financial advising firm in the US if you went out today, bought a low-cost index fund that tracks the broad US market like Vanguard's VTSAX, held it forever, and never turned on the news again. If only we had figured this out sooner.

If any of this is helpful, like and follow, and I'll keep trying to get you one step closer to where you need to be.

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