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How Do I Know My Advisor Has Me In a Good Portfolio?
In this episode of FIN LYT by EWA, Matt Blocki answers the pressing question that often keeps investors awake at night: "How do I know if my advisor has me in a good portfolio?"
Throughout this podcast Matt discusses:
• EWA’s portfolio construction process
• The crucial elements of a well-diversified portfolio- Asset allocation and diversification
• Red flags to watch out for
• Strategies to evaluate your portfolio's performance and risk.
• Tips for building a strong and sustainable investment plan
If you've ever wondered how your portfolio was created and if its components will help you meet your goal to live your life by design, tune in to this episode for all the answers you've been seeking.
Additional Content Available on YouTube
https://www.youtube.com/@FIN-LYTbyEWA?sub_confirmation=1
Connect with EWA
https://ewa-llc.com/Follow Us on Social Media
https://www.instagram.com/ewa.llc/
https://www.linkedin.com/company/equilibrium-wealth-advisors/
https://www.facebook.com/EquilibriumWealthAdvisors/
View EWA Disclosures and Firm ADV: https://adviserinfo.sec.gov/firm/summary/308977
View all episodes
By EWA LLC
5
5151 ratings
In this episode of FIN LYT by EWA, Matt Blocki answers the pressing question that often keeps investors awake at night: "How do I know if my advisor has me in a good portfolio?"
Throughout this podcast Matt discusses:
• EWA’s portfolio construction process
• The crucial elements of a well-diversified portfolio- Asset allocation and diversification
• Red flags to watch out for
• Strategies to evaluate your portfolio's performance and risk.
• Tips for building a strong and sustainable investment plan
If you've ever wondered how your portfolio was created and if its components will help you meet your goal to live your life by design, tune in to this episode for all the answers you've been seeking.
Additional Content Available on YouTube
https://www.youtube.com/@FIN-LYTbyEWA?sub_confirmation=1
Connect with EWA
https://ewa-llc.com/Follow Us on Social Media
https://www.instagram.com/ewa.llc/
https://www.linkedin.com/company/equilibrium-wealth-advisors/
https://www.facebook.com/EquilibriumWealthAdvisors/
View EWA Disclosures and Firm ADV: https://adviserinfo.sec.gov/firm/summary/308977
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