Quote:
Originally Posted by AMB444
Above ^
I have an accounting degree and can apply myself if I need to. (I'm at that age that I don't want to)
What are the advantages of keeping a "keeper" of investments.
So far I like my "investment person". But willing to listen to you educated folk.
Thank you in advance for not being overly condescending, like this forum tends to lean towards.
TIA
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I am glad the OP asked this question and appreciate all the thoughtful responses as at age 83 I feel myself approaching the same situation, ie., when should I turn over investment decision making to a professional?
If I can find a suitable fee-only independent CFA with both a decent track record and a good reputation I can see myself hiring him or her and reviewing my securities portfolios probably quarterly. My challenge lies in finding that advisor.