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Kiplinger
Kiplinger
Business
Shane W. Cummings, CFP®, AIF®

I'm a Wealth Adviser: If You're a DIY Investor, Don't Make These Five Mistakes

A pile of rolled-up money is on fire.

Having been in the financial services industry for almost 20 years, I've worked with hundreds of clients, spoken with countless prospects and observed a wide range of attitudes and investing approaches.

With easy access to the internet and a multitude of smartphone applications, many do-it-yourself (DIY) investors may feel increasingly confident in their investing abilities.

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