DIY Financial Advisor

**DIY Financial Advisor: A Simple Solution to Build and Protect Your Wealth** *
DIY Financial Advisor* is a synopsis of our research findings developed while serving as a consultant and asset manager for family offices. By way of background, a family office is a company, or group of people, who manage the wealth a family has gained over generations. The term 'family office' has an element of cachet, and even mystique, because it is usually associated with the mega-wealthy. However, practically speaking, virtually any family that manages its investments--independent of the size of the investment pool--could be considered a family office. The difference is mainly semantic.
*DIY Financial Advisor *outlines a step-by-step process through which investors can take control of their hard-earned wealth and manage their own family office. Our research indicates that what matters in investing are minimizing psychology traps and managing fees and...