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Ask me anything.
I am thinking of switching my assets to Wings Financial Advisors. Why should I?
I generally recommend consolidating where possible, and there are a number of reasons why: to simplify by having a single company to work with versus several, to manage risk and reward better, and to potentially reduce fees.
What is your approach to volatile markets?
Volatility has been increasing over the years and there are a number of factors contributing to this, but I will say it is here to stay. Knowing your options and diversifying your investment strategy is critical to success.
How much risk is right for me and my family?
That is a very personal question and different for everyone, so I use a process to identify and monitor risk/reward levels.