BW has reached a major milestone: we’re transitioning to the SEC in 2021. We’ve been doing lots of behind-the-scenes compliance work, much of which you won’t notice. One part of the transition does concern you, though. We need you to update your risk profile by taking the Investment Risk Assessment.
You’ll receive details from us on how to complete the assessment, or we may go through it with you during your next Progress Review Meeting. Completing the Risk Assessment takes only 10 minutes and ensures we’ll shepherd your investments based on your current goals and risk tolerance.
Are you aware your risk profile can change for a number of reasons, and it can vary from account to account (e.g., retirement account, supplemental goal-funding, etc.)? Factors involved in determining your risk tolerance include your time horizon and financial objectives as well as the in-depth conversations you have with us.
Watch for more information on updating your risk profile. We appreciate your participation and promise those 10 minutes will be well worth your time when it comes to planning and achieving your Ideal Life!