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Jun 26, 2014
Is It Time to Fire Yourself or Your Avisor?
Wise investing is more about following a disciplined investment process than trying to find the best investment products. The process involves getting into the right asset mix at the outset, having information which lets you monitor performance and compare to the proper benchmarks, following a disciplined rebalancing process, paying attention to fees and being tax efficient. Do-it-yourself investors should be able to answer “yes”...