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106 Things We Do For Clients, No. 25

No. 25 of 106 Things We Do For Clients

Stay up to date on changes in the investment world. Doing your own investment advising is similar to representing yourself in court or doing your own tax return. While you can do all of these yourself, the cost of mistakes made through your inexperience and lack of education will probably exceed the savings of not hiring a professional by 10-, 100-, or even 1000-fold. As a team, we have amassed years of formal education in investments, earned several master’s degrees and professional designations, and accumulated over 50 years of combined experience. We help you live life doing what you want to do, rather than being glued to your computer monitor and reading a plethora of financial newsletters.

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