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@joegoldbergswifey Ya, as someone in the industry it really feels like those folks in the $1m - $5m range trying to DIY like they did early on in their careers is when you run into trouble. A lot of them could benefit from an advisor but sometimes they are too proud.

@wyatt_michael Yep and I agree with them. Vanguard is great for accumulating assets. I’ve just seen a lot of DIYers not know what they’re doing when they get into that $2-3m range and they’re spending down assets and actually make things more complicated but they’ll act like the smartest guy in...

@wyatt_michael I work in the industry and anyone promising “out-performance” is at minimum a red flag. Us honest ones are more about getting you that market return and depending on age may tilt to you more aggressive allocations like small cap value. But I’ve seen IRAs handled by these advisors...