Insights & Advice

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You are not going to be OK

Dalton — According to some of my colleagues in the financial advisory world, I’ve been disturbingly, even recklessly, blunt about saying that when it comes to investing, you don’t need me or any other financial advisor. Whether I’m right or I’m wrong is probably a moot point because most of you don’t want to work with us anyhow.

According to the CNBC and Acorns Invest in You Savings Survey, 75 percent of Americans manage their own finances, meaning no help from a financial advisor or online service. Only 17 percent use a financial advisor. The percentage increases to 31 percent for those 65 and older.

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