A Thousand Miles from Wall Street

Episode 43 - Hazards of DIY Investing


Listen Later

Peter Mallouk and his guest, Director of Institutional Investing Tiya Lim, discuss the DIY trend among smaller institutional investors, and present the advantages of using an advisory firm instead. Can a board’s good intentions be sustained during times of transition, and especially among members? Listen in as we explore these topics in the latest podcast episode.
...more
View all episodesView all episodes
Download on the App Store

A Thousand Miles from Wall StreetBy Creative Planning

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

29 ratings