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Reply to "How much money before you stop managing and hand off to a wealth management firm?"
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[quote=Anonymous]At some point, managing my own money became more stressful than I want it to be. The big issue is taxes. Selling and facing capital gains and selling to take losses creates a lot anxiety. I have too much in U.S. equities etc. I don't want to worry about it any more. I'm at least 20 years from retirement and have about $8 m invested. Money came from a windfall legal settlement that has grown about percent in last four years. About half in index funds, but i took a beating in REITS offset by big tech wins. [/quote]
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