This guide, written by David Jackson, previously at Morgan Stanley, and now managing money plus the creature of Seeking Alpha, says this in the introduction to his guide:
A significant part of this guide is devoted to investing for the wealthy. The brokerage industry seems to suggest that investing is a complex, specialized, time-consuming activity, and since most people aren't up to it they should hire a broker or financial advisor if they can afford to do so. But there are three mistakes with this viewpoint:
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