We are often asked the question "should I manage my own investments or is that something I should let a professional handle?" While there is no black and white answer, the first step is to decide whether or not you want to take on that responsibility.  Next,  develop a process to follow when making decisions around your investments.  Your investment plan should be the guide to making these important decisions and help answer questions such as, "when is the right time to rebalance the portfolio? What should the process be when I need to withdraw money? "

In this podcast episode, Adam and Ben talk about the pros and cons of managing your own investments and the checklist you should have if you choose to take on the responsibility.  

Tracking # T003724

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Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.