Reviews written by david pr512

Very helpful

Very helpful

very helpful data & his perspective

Fritz is always great (excluding his soap box for buy & hold as the only successful investment strategy). I doubt that there are many RIA advisors who pay any attention...

Good insights on stock valuations & economic outlook

Very helpful brainstorming prior to potential new tax hurdles

Very insightful as always

Excellent & very helpful in compliance preparation & improvement

Insightful & plan to check it out further

Very helpful, especially if the Democrats win the election

Always helpful

Very helpful insights

Very insightful & helpful

Informative & helpful in digesting current conditions vs outlook

No audio after Andy opened the session. My speakers worked fine, so I'm assuming the problem was on Fritz's end.

Promptly provided quality training - thx!

Very helpful, but for many clients, a 25-yr time horizon is too long for either their life expectancy or risk level (ie, shorter time frame = higher volatility to annual...

Very helpful update as always

very helpful