Review Detail

Thanks, Craig, for another informative study and analysis of both your spreadsheet and the rolling year periods. We are all now getting the hang of operating within the spreadsheet, which is a good thing! All of this is useful in terms of persuading the clients to "stick with the program". It also gives advisors the confidence and requisite knowledge to be able to stand up to wavering clients who fall victim to emotions in down markets. Thus, an element of behavioral finance is also touched upon here. THX!