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  • The nestology® process
  • Are we a fit?
  • Meet The Team
    • Michael McGinley
    • Kevin H. Foster
    • Lauren H. Michelotti
    • Colton Kemp
  • How we help.
    • Retirement Planning
    • Tax Planning
    • Estate Planning
    • Insurance
    • Investments
    • Wealthnest Media
  • Get Started
  • Client Logins
    • AccountView
    • SmartVault Login

Tag Archive

Below you'll find a list of all posts that have been tagged as “do it yourself”

diversifying portfolio Arizona

Tales of the DIY: Diversifying by Advisor

It could be fine to have multiple advisors if these risks and limitations are kept in mind and addressed by having someone to oversee it all. We recently had to address a unique situation in regard to their step-up in basis and issues with a do-it-yourself investor having too many custodians after the passing of their loved one.

D.I.Y. Investingdo it yourselffinancial advisorrobo advisor

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