Review Detail

Thank for your another solid analysis of the 7-12 portfolio, and in particular for emphasizing the fact that an advisor can create these portfolios using a variety of custodial platforms, i.e., Vanguard, Fidelity, DFA, etc. Very important that advisors are aware of this. Also thank you to Knut and Andy for the brief overview of the fiduciary rule current situation and future prognosis. I believe A4A members would welcome a chance to have an extended discussion on this topic.