@MarkMcGrathCFP @roonsvest So much. It's an amazing tool. There's a bunch of complexity in how you queue it as well. Small wording differences in the query can lead to drastically different results.
@agenthinsch Just curious - why not Dec 31-Dec 31 data? Would be useful to compare to other asset classes on a calendar year basis. You know, because housing is a lot safer than the market. (/sarcasm)
@CGWM_Muhs@jasonpereira A colleague of mine called me one day. Thought it was a friendly hello, but they started talking about their LinkedIn strategy. He has purged all industry people to make his recommendations more meaningful... He was calling to explain that he would be rejecting my friend request
@jasonpereira The industry has spent decades training people to think portfolios/performance. It can be a red flag or an indication that the client would require a lot of retraining. I just think it's important to recognize many clients are actively looking for that - to their detriment.