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Excellent overview of the history of U.S. national banking, with a surprise benefit of using this history as a lens to look at cryptocurrency and decentralized finance.
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Excellent overview. Look forward to Part 2.
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Excellent overview
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Excellent topic and content. Right edge of slides was cut off on my iPad.
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Excellent overview of a complicated subject
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Excellent overview of an interesting subject.
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Presented a compelling case for diversification and avoiding market timing.
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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.
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Very informative. I feel better now about continuing to include bonds in investment portfolios.
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Excellent discussion of the mechanics of the tax and strategies for dealing with it.
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Not as good as the life planning webinar.
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Another excellent overview of the economy.
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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...
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Excellent summary of the current mess. One possible improvement: Recommend the movie "Mars Attacks!", which shows Martians destroying Congress.
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Good question about relationship of commodity ETFs versus mining stock ETFs. Would have liked to have more information about investing costs within ETFs.
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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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