In a world of technology and data, there has been a lot of critique on the FINANCIAL Services industry. Why pay an advisor big bucks to do something an index fund could?
On today’s episode I sit down with Will Hicks, Founder and solo-practitioner of Sapling Wealth Management, LLC. Will started his career on Wall Street in 1986 and was one of the first analysts to cover Real Estate Investment Trusts and Master Limited Partnerships. Later, he specialized in health care service stocks and was voted an “All-Star” analyst by the Wall Street Journal.
These days, he lives the Seattle dream running Sapling from his home office in the delightful neighborhood of Queen Anne.
On today’s episode we discuss how an investment adviser can add approximately 3.0% to annual returns over time. How certain tax levers can be pulled to save big on healthcare expenses and how to know whether you should invest in the market or put your money into real estate.