Review Detail

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.