Your statement said you were fine. So did theirs, in 2008.
Some losses show up slowly. Annuity subaccounts, structured notes, non-traded REITs, private placements. They look stable on paper because paper is the last thing to change. A 30-minute review of your statement tells you which risks are actually there.
✓ Fiduciary review
✓ Clean BrokerCheck
✓ No product pitch
The gap between what the statement shows and what the market is doing
Smooth line. Real damage.
Illiquid products are only as stable as their mark. When the mark catches up, the loss was always there. It just wasn't on the page yet.
Send me your statement.
A quiet, candid 30-minute walkthrough of what's actually in the portfolio. No pitch. If it's built well, I'll tell you that.
Request a statement review