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Do it Yourself May Not Work For You

April 15, 2023/

Over a period of more than 23 years into my career, I have seen or heard very few investors who are successful “Do it yourself”(DIY) investors. What I observed is that  DIY investors generally have a much smaller portfolio and underperform their potential big time. On the other hand, investors who are...

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Guiding investors from Planning to Awakening since 2005. Goal-based financial planning rooted in the AWAKEN philosophy — where financial discipline meets inner clarity.

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