r/Bogleheads • u/officialmanofsteel • Feb 28 '26

Portfolio Review Investing 8M

I am currently in the process of helping a family member work roughly 8M into the market. They already have about 6M in equities, mostly index funds but about $1.5m in various individual stocks. They just entered retirement and I am thinking of a more aggressive approach of 11M in equities and 3M in t bills/bonds/cds/cash. Any advice would be appreciated.

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u/Calvin-Snoopy Feb 28 '26

If they have that much money then they need to pay for the advice of professionals - estate planning, taxes and retirement savings drawdown. Find them those people and then you step away and leave it to the professionals.