Reviews written by SD Advisor

Would have liked to see more time spent on the research behind fundamental indexing and less on talking about 7Twelve.

The webinar provided interesting and useful information. I would like to see periods other than 15 years used. While diversification will always prove beneficial over long periods of time, I...

Slides were fantastic. Maybe Bob's best combination of slides so far.

Great content.

Excellent content but not quite as well organized as most of Bob's presentations.

There was nothing new or insightful for an experienced advisor. The presentation was too broad and too shallow. Could have been much better if Bob had focused on one or...

Very good presentation with lots of insight but the title is misleading. This is primarily a macroeconomic report with a short discussion of MPT and investing at the end. A...

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Didn't really get to the key facts about trust protectors until the end of the presentation. Too many anecdotal stories and not enough depth about who should use an asset...

Solid portfolio management software.