investments Archives - Pyke Balen & Moncure, P.C.

Should I Retire from Managing My Own Investments?

dpl_admin2025-11-13T19:52:22+00:00November 13th, 2025|Tags: David Pyke, discount brokerage accounts, Estate Planning, investments, low-cost mutual funds, Pyke Balen & Moncure, retiring|

Many of our clients manage their own investments through discount brokerage accounts or low-cost mutual funds. Some have done exceptionally well on their own. However, nearly all of them share the same concern - they don’t believe anyone else in their family has the same financial knowledge or confidence to take over when [...]

Is it time for you to retire from handling your investments?

Many of our clients self-direct their investments using discount brokerage firms or low-cost mutual funds. Some of our clients have done fabulously well in handling their investments; however, almost to a person, they do not believe anybody else in their family has the skill to handle it themselves. One option is to consider "retiring" from [...]