As an advisor, I’m often in the position of helping clients temper their worst impulses. It’s a delicate balance to get investors to pay enough attention to be engaged without micromanaging or being overly obsessed with the bean counting side of things. And because everyone is different, so are the pain points and blind spots. This is where an advisor can deliver the most value - giving truly personalized guidance based on a plan to achieve very specific goals, and helping to manage harmful Read on...