Diversification: How Much Is Enough?

Very informative

Thank you for another great webinar and an excellent review of the RMDs and rolling periods. It is always helpful to be able to communicate with clients that they are unlikely to run out of the money if they simply use the appropriate portfolio, and avoid making bad investment or asset allocation decisions. The spreadsheet is very useful and important and I think the membership appreciates Craig's dedication to getting it right with respect to the data. Thank you!