Reviews written by david pr512

149 results - showing 1 - 25  
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david pr512david pr512   June 13, 2022
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Informative & helpful in digesting current conditions vs outlook

david pr512david pr512   May 09, 2022
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Helpful

david pr512david pr512   May 02, 2022
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Helpful & appreciated

david pr512david pr512   April 13, 2022
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Good timely insights as always

david pr512david pr512   March 21, 2022
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Informative but part 2 is what will be the most helpful for decision-making with clients

david pr512david pr512   March 16, 2022
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Very helpful as always, but need greater clarity in the future between current law vs. proposed regs discussions

david pr512david pr512   March 07, 2022
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david pr512david pr512   January 12, 2022
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Very helpful

david pr512david pr512   January 10, 2022
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very helpful

david pr512david pr512   December 14, 2021
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Excellent - look forward to next update once the BBB bill is passed

david pr512david pr512   October 05, 2021
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Excellent job! I spent 6 years in pro bono financial counseling back in the '80's prior to becoming a CFP in 1992. So holistic financial planning has always been the...

david pr512david pr512   September 27, 2021
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Very helpful

david pr512david pr512   September 22, 2021
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Excellent & timely; would like an update once the tax bills become law

david pr512david pr512   September 21, 2021
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Very helpful & supportive

david pr512david pr512   September 14, 2021
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Helpful

david pr512david pr512   September 13, 2021
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I always appreciate Fritz's presentation, yet he could probably eliminate the Wall Street analysts portion. Among RIA advisors, I doubt that there are many who give any consideration to their...

david pr512david pr512   August 31, 2021
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Very helpful

david pr512david pr512   August 24, 2021
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Very insightful

david pr512david pr512   August 17, 2021
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Good to see an emphasis on values, beliefs, goals & personality

david pr512david pr512   August 10, 2021
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Excellent - placing emotions before solutions! (need a daily reminder)

david pr512david pr512   August 09, 2021
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Very supportive with updated data; FYI- it has been my general experience over 30+ years that people who receive large windfalls are less willing to take prudent risks (as opposed...

david pr512david pr512   August 03, 2021
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Very helpful

david pr512david pr512   July 27, 2021
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Very helpful

david pr512david pr512   July 13, 2021
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I appreciate Frank's approach to helping FA's grow in their interpersonal skills for delivering improved holistic planning advice that is highly valued by our clients.

david pr512david pr512   July 12, 2021
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Good economics data & insights, yet he should realize that not all FA's agree with his buy & hold investment philosophy

149 results - showing 1 - 25  
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