Reviews written by david pr512

173 results - showing 76 - 100  
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david pr512david pr512   January 08, 2020
5.0
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Very timely & helpful

david pr512david pr512   November 11, 2019
5.0
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I always benefit from Fritz's economic updates (very helpful to stay current), even though I tend to lose focus when he begins to promote a buy & hold philosophy to...

david pr512david pr512   September 09, 2019
5.0
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Very helpful update as always with Fritz

david pr512david pr512   August 12, 2019
5.0
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Always insightful

david pr512david pr512   July 08, 2019
5.0
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david pr512david pr512   April 08, 2019
5.0
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Very helpful as always!

david pr512david pr512   January 14, 2019
5.0
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Very informative, timely & empowering

david pr512david pr512   December 25, 2018
5.0
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Very timely & helpful; helps build confidence amidst mkt volatility & clients elevated emotions

david pr512david pr512   December 12, 2018
5.0
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Very good

david pr512david pr512   October 17, 2018
5.0
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david pr512david pr512   October 08, 2018
5.0
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Great job!

david pr512david pr512   September 26, 2018
5.0
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david pr512david pr512   September 12, 2018
5.0
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Fritz does a great job, even though I strongly oppose his buy & hold approach to investing. With concerns lurking among many economists & money managers of a potential...

david pr512david pr512   August 29, 2018
5.0
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david pr512david pr512   August 28, 2018
5.0
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Great visuals to show the impact of different W/D % rates & portfolio costs upon long-term average annual incomes & ending portfolio values.

david pr512david pr512   August 13, 2018
5.0
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Well done!

david pr512david pr512   August 01, 2018
5.0
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Probably more helpful for younger, less tenured advisors

david pr512david pr512   July 09, 2018
5.0
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Very helpful insight & commentary!

david pr512david pr512   June 27, 2018
5.0
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Very well done & insightful!

david pr512david pr512   June 11, 2018
5.0
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good & insightful as usual

david pr512david pr512   May 07, 2018
5.0
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Always insightful & helpful to keep a broad perspective about the economy & the markets.

david pr512david pr512   April 25, 2018
5.0
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This was Craig's best presentation yet!

david pr512david pr512   April 09, 2018
5.0
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Always enjoy Fritz' perspective & optimism

david pr512david pr512   March 28, 2018
5.0
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Benefited from the general planning ideas, specific case study examples & a better understanding of the deduction phase-out

david pr512david pr512   August 08, 2016
(Updated: August 08, 2016)
5.0
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Fritz always provides a broad & helpful perspective

173 results - showing 76 - 100  
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