Reviews written by marye847
marye847
March 11, 2020
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Breadth of strategies in the tool box and insight which to use for what purpose.
marye847
September 09, 2019
5.0 |
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Very effective, informative, different information than other sources I use.
marye847
April 10, 2019
4.0 |
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the charts really helped clarify aspects of this topic.
marye847
February 11, 2019
5.0 |
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I loved it, it confirmed my own thoughts about foreign investments which i have been reducing in recent years. Never use target date funds without adding us-based fund to...
marye847
December 25, 2018
5.0 |
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Excellent, haven't been to one in a while, looking forward to quarterly update
5.0 |
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I especially liked how the presenter explained ways to handle concentrated stock positions.
5.0 |
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| Average Attendee Rating | ||
| Poor | Average | Excellent |
I especially liked how the presenter explained ways to handle concentrated stock positions.
5.0 |
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| Average Attendee Rating | ||
| Poor | Average | Excellent |
This was the first time I participated and I was impressed with the research and material presentation.
