“If my car started having problems, no one (and I mean it, no one) would suggest that I go out to the garage and try to fix it myself to help cement the value of getting a professional to do it in the first place. Why wouldn’t we suggest that investors start with a professional solution first, too?” While it may be appealing to certain people to make their own investment decisions, there is tremendous risk in doing so without proper knowledge and foresight. Small investment mistakes create large problems for long-term financial plans.
At Brandywine Oak, we guide our clients through investment decisions so that they can spend their time on what matters most: their family, friends, and hobbies. To learn more on this topic, please read Morningstar’s https://lnkd.in/eQmbfke.