Oh, and by the way, always giving glory to our Lord, Jesus Christ! He comes first. Always.
sorry everyone, but here's what RC told me just now.
"Hi Josh,
This would be feedback as the model portfolios you create in the advisor portal are only visible on the advisor end. This is to prevent clients to use model portfolios specifically recommended for other clients. However, I will certainly pass the feedback to add the functionality to control which portfolios a client can view on to our development team and hopefully, we can implement this in the future.
We ask you to continue to share your feedback as it helps to improve the user experience for both you and the client. Please let us know if you have any other questions or suggestions!"
if you guys have other feedback let me know. Preferable in an email so I can copy and paste it to them directly.
Ed McQuarrie talks the REAL History of Stocks and Bond performance.
Chloe and I went to a Metal show in Atlanta. gotta spend time with the kiddos before they kick you to the curb!
Come on over, Rover and hang out. Bring your questions, put em in ALL CAPS if you would.
See you there at 7pm!
