What's The Difference To Clients Between You And A Total Index Fund? Big Bucks!

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34 reviews with 5 stars

41 reviews

 
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(Updated: July 19, 2017)
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Excellent reminder of Craig's 7/12 portfolio advantages. Practical tips on how and why to coach clients into understanding why this type of full diversification is critical to long term investing success. I liked Craig's many charts and graphs, which often surprise with unexpected outcomes, sometimes defying conventional wisdom. Specifically appreciate the fact that 7/12 has portfolios designed for Schwab, Vanguard, Fidelity, etc. so that a person who has custody in different places can benefit.

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(Updated: July 19, 2017)
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Good logical presentation and supporting documentation. Sorry but I was having computer problems and this may be a duplicate survey

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(Updated: July 19, 2017)
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(Updated: July 19, 2017)
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great

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(Updated: July 19, 2017)
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