Why you shouldn’t DIY your investment portfolio
Rachelle Allen, CFP, CIM
Partnering with Business Owners to Execute a Tax-Efficient Exit & Preserve Generational Wealth Using My Legacy Wealth Strategy | Portfolio Manager, Wealth & Investment Advisor
There’s nothing wrong with DIY.
However, the main reason people DIY is because they want to save more money.
And same goes for the DIY investor...especially with the availability of more helpful tools than ever.
But being 100% sure that your investments can provide consistent, long-term returns for your family is why you need an expert.
Sure, saving on portfolio management fees is a major catch of being a DIY investor.
But what about;?????????????????????????????????????????
●?????The amount of time and ongoing commitment you’ll need to dedicate – so you can keep up with your investments
●?????Managing your nest egg objectively with no emotional attachments, overconfidence, and biases
●?????Keeping up with current news so you won’t miss out on opportunities to make sound investment decisions
…among many others.
With the right portfolio manager, you’ll enjoy long-term financial planning and clarity about decisions you make along the way.
You deserve better than a sense of burden and stress of being responsible for your wealth.
I encourage you to work with a portfolio manager who can provide all the investment clarity you need.
Your investment & wealth guide always,
-Rachelle