At The Money: When Should Do-It-Yourself Investors Fire Themselves?
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Mark to my Are you a do-it-yourself investor whose needs have become more complex? Is the world making you concerned about your portfolio? How do you know when it's time to bring in some professional help?
To help us unpack all of this and what it might mean for your portfolio, let's bring in Dr. Jordan Grummet. A physician whose specialty is the intersection Of money. Mortality, purpose and regret.
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