Reviews written by wf1irb
wf1irb
November 11, 2020
10 |
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Idea for future session (or mini interview): how to assess the tax impact of foreign equity, and how that might affect portfolio allocation to US v. foreign equity. ...
wf1irb
August 10, 2020
10 |
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Always appreciative of Fritz giving us rational, data-driven perspectives to counterbalance all the noise.
Webinars
wf1irb
July 27, 2020
10 |
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Excellent, would like to see more compliance webinars woven into the calendar periodically.
wf1irb
January 13, 2020
10 |
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Time with Fritz is always time well spent.
wf1irb
August 28, 2019
3.0 |
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It was OK, but based on the title and description I expected for focus on process or client communication about recessions (not just about diversification and model portfolios). ...
wf1irb
March 27, 2019
5.0 |
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Excellent explanation of the complexities of making judgements about performance.
