Reviews written by JimBuro

224 results - showing 1 - 25  
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JimBuroJimBuro   November 07, 2022
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Excellent..as usual . Fritz is calming voice in a sea of market "noise"...and a national treasure as well :)

JimBuroJimBuro   October 17, 2022
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Good presentation.

JimBuroJimBuro   October 11, 2022
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Good presentation. It reminds us to keep bear markets in perspective and to re-balance portfolios to take advantage of different correlations of asset classes.

JimBuroJimBuro   September 13, 2022
10
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Very good. Craig always makes you think. I like the idea of having more flexibility in taking withdrawals from a retirement account.

JimBuroJimBuro   September 12, 2022
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Excellent. Fritz does a great job keeping things in perspective. This is a skill that helps cut through the headline noise...especially on a noisy day.

JimBuroJimBuro   August 17, 2022
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Good overview of the key items that are timely and significant to HNW clients.

JimBuroJimBuro   August 08, 2022
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Very good.

JimBuroJimBuro   August 02, 2022
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Excellent. Craig always challenges the advisors to think differently.

JimBuroJimBuro   June 22, 2022
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Good presentation. Thank you.

JimBuroJimBuro   June 13, 2022
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Excellent

JimBuroJimBuro   May 25, 2022
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God job. It's a large topic and Bob was effective in focusing on the most common areas.

JimBuroJimBuro   May 09, 2022
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Very good.

JimBuroJimBuro   May 02, 2022
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Fritz did a great job addressing relative valuation in the context of both the long-term and short-term.

JimBuroJimBuro   April 26, 2022
10
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Great. Craig does a great job...not just crunching the numbers but thinking about the real world implications of the assumptions that we often make in the industry. Many times our...

JimBuroJimBuro   April 13, 2022
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Very good and timely.

JimBuroJimBuro   March 28, 2022
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Very good. This is a valuable and timely topic. LTC planning should be a significant part of a financial planner's offering.

JimBuroJimBuro   March 21, 2022
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Timely and necessary.

JimBuroJimBuro   March 07, 2022
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Great presentation. Fritz is always a calming voice...especially in the middle of a stormy market.

JimBuroJimBuro   February 23, 2022
10
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Very good. Craig always provides content that reflects important questions that advisors often think about but don't necessarily articulate. I really enjoyed his observations on this topic.

JimBuroJimBuro   January 27, 2022
10
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Very good. It's nice to hear a calming voice in a sea of noise.

JimBuroJimBuro   January 26, 2022
10
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Good presentation.

JimBuroJimBuro   January 12, 2022
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Good presentation.

JimBuroJimBuro   January 10, 2022
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Great presentation. It's a new year, but it's great to be able to rely on Fritz's consistent analysis of what matter most.

224 results - showing 1 - 25  
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