Reviews written by dwaterbury

great work. My concern is that while illustration long term concepts to a client is valuable, clients think/behave short term. As much as we think we can control...

always good but with things plugging along, the story seems to be more of the same.

would like to hear little more discussion on the O&G tax shelters

Think I will need to review this to help it sink in.

very thorough

excellent but shows how much there is to learn on the topic

interesting perspective on fp software

always good info from Fritz although 2 hours is a long time to listen after a day of work.

unfortunately, it doesn't apply to my client base but I am glad I listened in.

I realize that this is not an actively traded strategy and that the proof is in the numbers, but listening to the statistics does get a little dry. Probably...

not sure if I can apply it