Reviews written by JimBuro

Good presentation.

Good presentation. It reminds us to keep bear markets in perspective and to re-balance portfolios to take advantage of different correlations of asset classes.

Very good. Craig always makes you think. I like the idea of having more flexibility in taking withdrawals from a retirement account.

Excellent. Fritz does a great job keeping things in perspective. This is a skill that helps cut through the headline noise...especially on a noisy day.

Good overview of the key items that are timely and significant to HNW clients.

Very good.

Excellent. Craig always challenges the advisors to think differently.

Good presentation. Thank you.

Excellent

God job. It's a large topic and Bob was effective in focusing on the most common areas.

Very good.

Fritz did a great job addressing relative valuation in the context of both the long-term and short-term.

Great. Craig does a great job...not just crunching the numbers but thinking about the real world implications of the assumptions that we often make in the industry. Many times our...

Very good and timely.

Very good. This is a valuable and timely topic. LTC planning should be a significant part of a financial planner's offering.

Timely and necessary.

Great presentation. Fritz is always a calming voice...especially in the middle of a stormy market.

Very good. Craig always provides content that reflects important questions that advisors often think about but don't necessarily articulate. I really enjoyed his observations on this topic.

Excellent update.

Very good. It's nice to hear a calming voice in a sea of noise.

Good presentation.

Good presentation.

Great presentation. It's a new year, but it's great to be able to rely on Fritz's consistent analysis of what matter most.

Good presentation.

Excellent update. Thank you.