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No. of Recommendations: 5
Another note about Jim: Sandy Casters hosted a monthly investing discussion at a library local to Raleigh, NC. Jim was invited and came out to do a "workshop" on the use and rationale of BMWm. Sandy's meetings were voluntary efforts that she spent considerable time and prep doing. She also gave a workshop on "Better Investing" principles at one of the BMWm conferences (I think it was the one in San Diego). But Jim drove out to Raleigh, from Charlotte, for this library meeting. We took him to dinner where he shared some fascinating stories, including one which described his parents' investing devastation during the Great Depression, if I remember that correctly. A painful lesson but one that Jim remembered and described vividly.
Great guy. Enjoyed helping others... I hope he's doing well.
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