Review Detail

Excellent reminder of Craig's 7/12 portfolio advantages. Practical tips on how and why to coach clients into understanding why this type of full diversification is critical to long term investing success. I liked Craig's many charts and graphs, which often surprise with unexpected outcomes, sometimes defying conventional wisdom. Specifically appreciate the fact that 7/12 has portfolios designed for Schwab, Vanguard, Fidelity, etc. so that a person who has custody in different places can benefit.