Backward and Forward, It’s All About Outcomes

David Barnard

Head—Bernstein Private Wealth Management
DOWNLOAD

January 08, 2016

Reflection comes naturally at year-end, so in his fourth-quarter 2015 letter “Backward and Forward, It’s All About Outcomes,” Dave Barnard, Head of Bernstein Private Wealth Management, suggests three key questions to consider. Am I on track? What have you learned? And finally, Why Bernstein? Most clients will want to know where they stand versus their personal financial goals.