@eignerchrisprofilefollowTraveler, engineer, founder of personal finance AI, www.heyalistair.comreplied to@kooiprofilefollow some time ago:parenttopHad one for ~8 years. Talked to them maybe 10 times, and they only ever did basic indexing w some tax loss harvesting. We should have just self managed.shareshare with friends@eignerchris wrote on textlog https://textlog.cc/post/1103