Investors Cast Closer Eye On Their Money
“Resource Advisory Services in Knoxville, Tenn., sends a net worth statement to clients every three months with details including bank account balance, changes in debt levels and securities and retirement portfolio performance, says President J. David Lewis. The firm also produces yearly reports for clients.
“That brings them into a partnership with us,” Lewis says of this feedback, which he compares to stepping on a scale. “We’re not the wizards who are supposed to make them rich. All we’re doing is helping them take personal responsibility.”
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