BWA Helps Answer Tough Questions
- Is my portfolio “broken?” What should I do next?
- Is my portfolio excessively complex? How should it be simplified?
- Are there hidden risks in my portfolio?
- Am I spending too much? Or can I afford to spend more?
- Am I likely to achieve my goals? If not, what needs to change?
- Is my portfolio over / under / poorly diversified?
- Do my current investment managers add enough value?
- Do I have the right assets in the right accounts?
- Whom can I trust to teach me more about my wealth concerns?