Reviews written by JimBuro

Great webinar. Cathy did a good job describing the changes that are coming.

Excellent. It's great to hear Fritz continue to keep things in perspective...despite the euphoria in the markets and the chaos in our political climate.

Bob did a great job...covered a lot of ground on a very timely topic.

Excellent. One of Craig's Best. Although it was not easy to follow all the numbers, appreciated Craig's effort and critical thinking as well as his summary which was effective,...

Very good... as usual Fritz is a rational voice.

The subject area is broad with the possibility of many tax changes. He did a good job covering the most likely changes and the significance of those changes for advisors...

Good job. Things are moving fast but Bob did a great job keeping pace.

I always enjoy Craig's insights and perspective.

Fritz continues to do a great job.

I like the creativity with breaking VOO down into its components and using that as a basis for selecting sectors to draw down from. The challenge is that the methods...

Good presentation. It's a large concept with practical challenges in implementation but I think Brian and Prasad did well in the time allotted.

Excellent. Fritz always provides a calm rationale during times of high market volatility.

Very good. While I understand the novelty of the New Economy 7 Twelve portfolio, I think the idea runs counter to proper diversification which is the hallmark of Craig's work....

Very good. Gideon and his team are very knowledgeable and effectively communicate their expertise.

Excellent. Fritz always does a great job focusing on the more significant aspects of economic data that impacts the markets and asset classes.

Excellent. He covered a lot of information in a way that demonstrated the practical application of behavioral finance...not easy to do.

Excellent. Fritz always covers the most significant statistics and data while maintaining a realistic long-term perspective.

Bob is very good and the subject is very timely. The time constraints are a challenge. If Bob has time in his schedule, this could easily be extended to a...

Very good. You don't typically see this type of analysis. Comparing the effectiveness of the asset allocation during the accumulation phase vs. the distribution phase was well done and enlightening....

Great. Fritz is consistently excellent. A true calming voice that rises above the noise.

Great job.

good presentation...great tool for analysis...the analysis can really help visually demonstrate the value of a long-term plan and portfolio approach

Nice presentation.

Great job.

Good presentation.