Slava, thanks for the insight.
I think this is definitely an area where a lot of people lack knowledge and for some reason don't pay as much attention as they should. We're more than willing to spend a couple hours on our hockey pools, but don't bother looking at our investments...
Question for you.
As part of your services, do you perform a review of the current state of the portfolio, and identify areas of improvement, gaps, redundancy, etc?
I guess what I'm asking is, could someone bring you print outs of their investments, insurance, etc, and you review and provide a recommendation?
Thanks