Review Detail

Thank you again for continuing to educate the A4A community on the wisdom and overall benefits of diversification. It is important for advisors to demonstrate the discipline to incorporate this sort of diversification program into all of their client portfolios, as well as educate their clients on the multiple benefits of both diversification as well as low expenses. The spreadsheet is a valuable tool to illustrate to clients various "what if" scenarios and is particularly helpful for retirees.