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Testimonial

Thanks for the actionable information at the emergency Japan Earthquake webinar yesterday.  You saved my bacon and credibility with my advisory clients.  I don’t know how you see around the corners so well….

 

I use a traditional strategic/tactical asset allocation strategy for clients primarily using ETFs.  I employ both your long term portfolio to guide strategic allocation and trading portfolios for tactical overlays.  It’s a struggle sometimes to marry your asset allocation/trading approach to my more traditional mean variance/buy and hold approach.   But that’s my problem not yours.

 

You’re doing wonderfully.  Keep it up! Let me know when you’re coming back to Chicago. I owe you at least a cocktail or two.

Jay
Chicago