Wow. Looks to me like you are doing well. I am often pro Advisor here on the forum but not sure you need help managing a portfolio, I think I would get myself a good tax person, preferable a CPA or enrolled agent, and look towards hiring a good Certified Financial Planner on an hourly basis. Don't think you need to pay someone for portfolio management.
Statistics: Posted by nedsaid — Tue Mar 12, 2024 7:15 am — Replies 12 — Views 827
