Reviews written by tlc516

I found the segregated asset performance improvement interesting.

I liked the discussion of various PE ratios (and PEG) to analyze valuation. Loved the Fed's interpretation of valuation vs the 10 year treasury.

As usual Mr. Keebler backed up his assertions with data and facts.

As usual Mr. Keebler backed up his assertions with data and facts.

Learned something new, as usual. A bit more for higher net worth clients than I have, but still useful.

Great specific examples of the QBI impact of various strategies.

I enjoyed the discussion about returns and volatility, particularly the correlation among the asset classes.

Excellent and timely given the difficulty of grasping a moving target.

Loved the specific ideas about questions to ask to draw out spouses. I can vouch for the differences among women as clients.

Excellent tax planning tips that I can use even with my middle income clients.

Excellent points about risks in retirments with great data to back up presentation.

Liked the specific planning tips.