A Q&A Series with Erik Strid: What is the CWA Portfolio Rebalancing Program?

By |2018-12-18T07:57:43-05:00May 24th, 2018|Uncategorized|

In this short video, he answers the question: What is the CWA portfolio rebalancing program and are all the fees fully disclosed?


Erik Strid, CEO of Concentus Wealth Advisors, recently published his second book, Clarity: How Popular Culture is Misleading You About Successful Wealth Planning and What to Do About It. You can learn more about the book and why he wrote it here or download a complimentary excerpt from the book and purchase it here

While writing the book, Erik surveyed a large group of clients and friends, asking them to share the most pressing wealth planning questions and concerns they hoped he would address in the book. Unfortunately, space didn’t allow for him to address all of the submissions. But, given that they were all thoughtful and interesting questions that we often receive at Concentus, Erik filmed a series of Q&A videos to answer them.

In this short video, he answers the question: What is the CWA portfolio rebalancing program and are all the fees fully disclosed?

We hope you found Erik’s response informative and helpful. Stay tuned for the next video in this series. If you have a question for Erik, share it with him via email.

By |2018-12-18T07:57:43-05:00May 24th, 2018|Uncategorized|

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