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Investing Specialists

Get Financial Advice First, Investment Advice Later

Investors with more human than financial capital should seek advice on their entire financial life and not just investments.

A friend's son, in his mid-20s and working in his first "real" job, emailed me a few weeks ago looking for recommendations for a financial advisor.

I replied to ask what type of guidance he's looking for. I remembered that he started investing in stocks when he was in high school, so my guess was that he wanted help with something investment-related.

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