Reviews written by johnc732

Craig's presentation always makes you look at a simple index in a different light.

Craig took this this presentation to another level, awesome stuff.

great material and extremely valuable for my practice

This is the "stuff" we have to address in our business, and its NOT sexy or fun or exciting, and its difficult to hold our attention, but Kathy did a...

Interesting data in a time of vast uncertainty, even the data looks foreign to the trained eye, staying the 'asset allocation" course and following your financial plan is vital to...

Its amazing that you can break down 60 years of investment returns into a understand format that the average lay-person could understand and act upon.

Great Stuff

great stuff, but this is making my hair hurt.

Bob point out issues that were not highlighted in many other resources I've seen

People are paying attention this this topic now more then ever...

Always a great opportunity to learn something new from Bob.

Always a great opportunity to learn something new from Bob.

Great Stuff

Great presentation materials along with Fritz's simple explanation that even a 6th grader could understand.

Craig presented historical market data and made a simple argument for the value of the Saving Rate vs the Portfolio returns. Excellent presentation that even a NexGen could understand....

AWESOME, this presentation will take the fear out of any clients concern for the next Bear Market.

very effective, stuck to what is most needed to have a conversation and be aware of the planning opportunities

An interesting review of the Feds decision and their reversal of rates.

The materials Fritz provided put things in perspective that will ease the tensions of any market skeptics?

always great and insight stuff

always worth the investment of my time

excellent

dry - but effective