Dear Clients and Friends:
The time that we spend learning about you and your goals helps us focus on the things that matter most to you.
Working with Dimensional Fund Advisors, we’re part of a global community of financial advisors and their clients. This year, nearly 19,000 of these clients (and maybe even you) participated in a feedback survey.
Results of the survey have helped us reflect on your client experience and consider additional ways that we can continue to meet your needs. Investors shared feedback on a range of topics, and we thought you might be interested in a couple of key findings:
- Investors rank sense of security/peace of mind—well above investment returns—as the primary way they measure the value of working with their financial advisor.*
- Investors’ top worries are not having enough money to live comfortably in retirement and experiencing significant investment loss in a market downturn.*
Click here to view the survey results.
If there are additional ways that we can add value for you or if you know of someone who could benefit from our services, please let us know. We are always happy to have the conversation.
Very truly yours,
Berkson Asset Management, Inc.
Registered Investment Advisor
Steven M. Berkson, CPA/PFS, MBT, CFP®
*Source: 2017 Dimensional Global Investor Feedback Survey.