In the News

Title

Know the Risks of Do-It-Yourself Investing

Document Type

Article

Publication Date

5-1-2017

Abstract

With advances in fin-tech portfolio products, and wider access to low-cost, easy-to-use index funds and exchange-traded funds, it's never been easier to be your own financial planner.

While data is mixed on whether or not it's a good idea to be your own portfolio manager, know going in that there are some vital rules of the road going into a do-it-yourself portfolio management campaign, and some serious speed bumps along the way if you don't know what you're doing.