Review Detail

5.0
Average Attendee Rating
Poor Average Excellent

I always benefit from Fritz's economic updates (very helpful to stay current), even though I tend to lose focus when he begins to promote a buy & hold philosophy to asset management. Some advisors focus more on downside risk management vs. maximum returns for their older clients. Behavioral finance should not be discounted when advising clients with real emotions. This will always be a sensitive subject for advisors who fall into different camps about investing philosophy.

Was this review helpful to you? 

Comments

 
 
Ordering 
 
Already have an account? or Create an account