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Craig was a voice of reason. I can see the clarity that the 7Twelve concept can bring to clients confused over asset allocation. I'm looking closer at his work as a result of today's presentation.
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Andy and Craig, thank you for your enthusiasm and energy in bringing this very timely and critical information to member advisers at A4A. You are providing a valuable service and this all helps to focus, as an adviser responsible for client investments, on the big picture and not get lost in the weeds. I particularly enjoyed Craig's discussion of age-based 7/12 portfolio with a heavy weighting towards cash for age 70+ as well as the discussion of satellite positions in 7/12. Please keep up the good work.
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Very cogent presentation that drove home the benefits of low correlation portfolio design,
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Craig was very effective.. as usual! Thanks for the special coverage with great reminders.
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very good but nothing surprising. Just good ol common sense. Thank you Craig and Andy.