Assessing assets and other financial information at a macro level allows us to give a better, more accurate—and often surprising—picture of an investor's true situation, risks and opportunities.
In the thousands of portfolios we have reviewed, we have discovered that 99% of them have hidden risks. Wondering if your portfolio is in the rare 1%?
These few simple examples are just a glimpse at the complex problems and missed opportunities to which investors are exposed every day. Identifying the issues—and the right solutions—however, is as unique as is each individual investor.
The examples provided here are intended purely for illustrative purposes and show just some of the risks and missed opportunities hidden within most portfolios. These illustrations are not recommendations and should not be taken as specific investment, planning or tax advice. Because each investor's situation is unique and since individual issues may be interconnected and require different recommendations, a personalized Portfolio Stress Test, and coordination with appropriate advisors, is very important.