Reviews written by GlennDaily

Excellent overview. Look forward to Part 2.

Excellent overview

Excellent topic and content. Right edge of slides was cut off on my iPad.

Excellent overview of a complicated subject

Excellent overview of an interesting subject.

Presented a compelling case for diversification and avoiding market timing.

I would have liked to see a discussion of this approach compared with the economic approach (e.g., Wade Pfau). Perhaps the JFP article covers that.

Very informative. I feel better now about continuing to include bonds in investment portfolios.

Excellent discussion of the mechanics of the tax and strategies for dealing with it.

Not as good as the life planning webinar.

Another excellent overview of the economy.

Excellent overview of the economic landscape. Favorable view of variable annuity guaranteed living benefits was surprising, since variable annuities generally offer limited investment choices, thereby making it difficult to implement...

Excellent summary of the current mess. One possible improvement: Recommend the movie "Mars Attacks!", which shows Martians destroying Congress.

Good question about relationship of commodity ETFs versus mining stock ETFs. Would have liked to have more information about investing costs within ETFs.

Thought provoking, especially the idea of refocusing referrals as a favor that clients can do for their friends rather than as a favor for you.

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