Take the time to get one or more really, really good references to true, professional investment management services. (Not showy and "expensive", but good -- n

Take the time to get one or more really, really good references to true, professional investment management services. (Not showy and "expensive", but good -- not "cheap", either, but real value for the real money you spend. This can be hard to determine, if you don't already have connections. And it can build on personal relationships; however, those can cut both ways, so be cautious.) You want safe, diversified portfolio. You may be a bit challenged, near the end of the year, trying to position to manage tax exposure. But overall, be thinking long-term, not short-term. Add to your daily, weekly, monthly schedule, time and resources for learning investment management. You don't have to do it all at once and overwhelm yourself. First, get safe. Then, learn, so that you can speak with and interact with your advisors from a knowledgeable position. You'll come to know what investments you're comfortable with, and what not. You may well also get better service from them, as a result. The good ones appreciate well-informed clients; they may even enjoy talking with you, on a personal level but also to the extent you have knowledge of and insight into your industry/segment that they may be interested in (not confidential knowledge). This is what I know not from having large assets, myself, but from observing and speaking with a family member who does. The professionals really do help, but he's also had to bring his own considerable knowledge and smarts to the table and sometimes override their advice. It's really more of a partnership, than one side or the other calling all the shots. If the people you are working with don't have this perspective (especially once they get to know and hopefully respect you), you may be working with the wrong people.