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From DIY Investing to Strategic Design: Why Investors Choose a Professional “Fit”
For years, you’ve handled it all. You’ve researched the funds, tracked the indices, balanced the spreadsheets, and managed the tax transitions. There is a certain pride in being a "DIY investor"—it requires discipline, intelligence, and a high level of control.
But as wealth grows, so does complexity. Eventually, there comes a point where "doing it yourself" starts to feel less like a hobby and more like a second full-time job.
7 hours ago3 min read
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