Copper Beech Advisors Blog

Is Your Financial Advisor on The Right Side of History?

Posted by Timothy Caban on May 11, 2015 3:55:00 PM

If someone told you that their financial advisor was on the right side of history, would that sound like a pretty bold statement?  What if that person was Jack Bogle, the founder of Vanguard and the world's first index fund?  Would you be more inclined to listen?

That is exactly what Jack Bogle said about the Alliance of Comprehensive Planners when he came to speak to our group in November 2014 at our annual conference, right here in Philadelphia. 

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Topics: Financial Planning, Jack Bogle, Find An Advisor