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Money and Finances
Reply to "Do you use a “wealth manager” or DIY?"
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[quote=Anonymous]Due to a cash need, We were forced to sell all our investments we had with a large WM company which hurt at the time bc of cap gains but was the best decision because we never went back and did our own index fund investing. Mid-30’s about 2.3 mil in investments/retirement and 1 mil in home equity. The 1.1% AUM used to kill me but no more![/quote]
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