Traveler, engineer, founder of personal finance AI, https://www.heyalistair.com
Had 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.
We almost had one, but stopped after the main setup but before signing on. Wasn't convinced of the value. Seemed like they were just doing portfolio reallocation for a pretty penny. What are you experiencing?
Agree completely. Self management all the way.
i dont really trust middlemen in the finance space.
Sailing feels amazing. Wind, current, and gravity are pretty good analogies for our path in life. Thanks for sharing. Enjoy your future sailing trips.
I recently made a 10 foot sailboat and took it on a fifty-mile adventure in the Salish Sea. I can still feel the way the wind pushed the boat over the water. I kept imagining the way that our progress was the sum of the vectors of wind, current, and gravity.