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SubstantialEssay1540 t1_j2bwe66 wrote

You may be a good candidate for one of the robo advisor services (wealthfront, betterment) or if you occasionally need a person try out vanguard personal advisory service. The fees are relatively low and gets your excess cash into the market.

I think most of your friends on here and the bogleheads reddit , which are both full of great information would recommend you do it yourself, but I figure if you were predisposed to reading up on modern portfolio theory you woulc have done it already.

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[deleted] OP t1_j2c05ej wrote

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i4k20z3 t1_j2cccqn wrote

curious what you do if you’re open to sharing.

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[deleted] OP t1_j2cezf5 wrote

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i4k20z3 t1_j2chag3 wrote

ah gotcha! i hope that you’re investing a lot of it than and have a plan to get out so you can enjoy life!

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freddie_the_mercury t1_j2by04v wrote

agree. I started off with Betterment and when I grew to a significant balance I "graduated" to Vanguard just as you describe. Vanguard advisor will give advice as a fiduciary even for non-Vanguard accounts. I was surprised when he agreed with my decision to save in a deferred compensation account that resulted in less investment in Vanguard.

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