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Reply to "1.4 million net worth - financial advising?"
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[quote=Anonymous][quote=Anonymous][quote=Anonymous]So basic setup first. https://i.imgur.com/lSoUQr2.png https://www.reddit.com/r/personalfinance/wiki/index/ Bogleheads. Buy a mutual fund and wait $3M. $1.4 isn't enough to do anything "interesting" unless you want to be an entrepreneur or an angel investor I'm other people's specific small businesses. [/quote] At $1.4, there is a good chance that you have bond investments. Getting tax free munis without an advisor is a pain. Vanguard offers California funds, but good luck getting Virginia or Maryland [/quote] Hard to get excited over 0.4% (8% tax of 5% coupon) of the muni bond portion of my portfolio. [/quote]
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