7.0 |
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It's good to hear thoughtful analysis as I like to hear a variety of well-thought out views. As objective as Fritz attempts to be, however, I don't believe he addresses...
8.0 |
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The tool is great for looking at history. Being able to adjust the returns is very helpful. Even at that though, I am not a big fan of models where...
9.0 |
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Interesting look at historical data. Never enough of a disclaimer that there is a big assumption that the world/economy/market will behave like a closed system (i.e. history kind of repeating...
8.0 |
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The questions aren't always posted long enough to think about the answer. In the second question, I was timed out.
9.0 |
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Only criticism, it that there was no disclaimer that the assumption is that financial history will repeat itself. Makes no sense to me as a current adviser, but former scientist....
4.0 |
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My answer depends upon how the questions will be handled.
A4A is a news and professional education solution for a fiduciary who:
-- holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually
-- values research by Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck
-- broadly diversifies a core of client portfolios in low-expense funds
-- strategically invests based on MPT and economic fundamentals
-- advises on tax and financial planning as well as investing
-- is building a brand as a thought leader locally or in a niche
-- values thought leadership when bad news breaks
-- wants CE aligned with Advisor Products client education platform
-- wants 24/7 CE with objective financial, tax and investment planning news analysis
A4A is accredited by the CFP Board, IWI, and NASBA.