Now, before I hear from someone who is a retired CPA, investment banker or NASA rocket scientist, and the guy who gets his advice from his uncle, the inventor of the wheel—and before you quit your day job—let's also be very direct about what indicates you've got what it takes to be a DIY investor.
First, titles haven't proved to make one a good investor.
Second, expertise in one field doesn't automatically transfer to wealth management.
Third, anyone can say, "I bought this" or "I sold that," but if you are in the securities industry, you actually have to be able to put that in writing. It speaks to credibility.
Depending on you—the one who has to make the decision—here are some of the factors you may want to consider when deciding whether or not to employ the help of a financial services professional or go it alone. This is by no means an exhaustive list, but I've identified 7 factors I think should rise to the top before making the decision.
Time to put yourself to the do-it-yourself investor test and ask yourself some tough questions.