Kiplinger Series: Delegating Money Management
3/16/2026
"I'm smart and I follow the markets, I can manage my own portfolio."
Does this sound like you?
In Sevasti Balafas's latest piece for Kiplinger, read about how the gap between good intention and execution might cost DIY investors over the long-term.
Many successful professionals believe they should manage their own money. But the question isn't whether you're capable, it's whether doing so aligns with how you want to allocate your time, attention and expertise.
2025 demonstrated something really important: markets don't wait for ideal conditions. While investors sat in cash waiting for clarity around unsettling headlines, corporate earnings stayed resilient and equity markets rewarded discipline over caution.
Top 5 signs it may be time to delegate:
• Investment oversight competes with professional and personal priorities
• Market stress prompts reactive changes rather than disciplined responses
• You're not sure if your portfolio still aligns with long-term financial goals or current circumstances
• Rebalancing and tax-loss harvesting are recognized as important, but rarely executed
• Cash balances remain higher than intended
Read the full article here:
https://www.kiplinger.com/personal-finance/expert-guide-to-planning-for-equity-compensation
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