David Justin Urbas - The Secret Graph Your Financial Advisor Isn't Showing You

As the old saying goes, a picture is worth a thousand words. But that actually might depend on the picture.

For instance, if you were to take a snapshot of your financial portfolio, what would it look like? Most financial advisors provide their clients with a pie chart, which assigns a color to each of your assets. It’s useful information, but it’s static. This picture only tells you what you own right now without shedding any insight into the different decisions you may have made over the past weeks, months, or even years to arrive at where you are today.

That’s why we provide our clients with a much more powerful and insightful picture: a graph of their asset allocation over time.

More at: http://www.forbes.com/sites/advisor/2016/12/05/asset-allocation-over-time-graph/#13fca95641ea


Post a Comment