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great as usual
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Super job again today by Craig. The tools offered to speak directly with clients in plain language are highly instructive. Craig's repetition of these tools and techniques is helpful to advisors who are paying attention. Particularly impactful is the slide which shows that the client might otherwise expect the advisor to be clairvoyant but for the advisor explaining that he/she cannot foretell the future. Thank you for your continued dedication!
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Great information
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excellent - Craig clearly presents the rational case for real diversification. Interesting chart (I'd love to explore this in greater depth) presented showing the value (or lack of value) in rebalancing over varying time horizons - which does add real (presumably sometimes BIG) tax costs to maintaining the 7-12 balance.