Reviews written by JimBuro

140 results - showing 1 - 25  
 
 
JimBuroJimBuro   June 24, 2020
Rating 
 
 
10.0

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....

JimBuroJimBuro   June 08, 2020
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10.0

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

JimBuroJimBuro   June 03, 2020
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10.0

Great job.

JimBuroJimBuro   May 27, 2020
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10.0

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

JimBuroJimBuro   May 11, 2020
Rating 
 
 
10.0

Great job.

JimBuroJimBuro   April 29, 2020
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10.0

Good presentation.

JimBuroJimBuro   April 13, 2020
Rating 
 
 
10.0

Great summary of the key data and implications for the financial markets. Thank you.

JimBuroJimBuro   April 01, 2020
Rating 
 
 
10.0

Great job and timely information.

JimBuroJimBuro   March 25, 2020
Rating 
 
 
10.0

Very good. It helps keeps things in a long-term perspective...especially during volatile times

JimBuroJimBuro   March 11, 2020
Rating 
 
 
10.0

Good job!

JimBuroJimBuro   February 19, 2020
Rating 
 
 
10.0

Craig does a great job presenting things from a very practical vantage point. His spreadsheets provide advisors with great visual aids in helping clients see the potential impacts of their...

JimBuroJimBuro   January 29, 2020
Rating 
 
 
10.0

Craig did a great job as usual. His asset allocation philosophies and practical methods to implement them are evergreen but especially timely in today's market environment.

JimBuroJimBuro   January 28, 2020
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10.0

Excellent. Bob covered timely ideas and strategies that serve the profession well.

JimBuroJimBuro   January 13, 2020
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10.0

Excellent recap of key data

JimBuroJimBuro   December 18, 2019
Rating 
 
 
5.0

Excellent tool and presentation. Craig was very passionate about the tool, the ease of use in creating effective visuals for advisors, and the comfort it can provide both clients and...

JimBuroJimBuro   December 09, 2019
Rating 
 
 
5.0

Excellent as usual. I enjoyed the inclusion of the Financial Stability Report from the Fed

JimBuroJimBuro   December 04, 2019
Rating 
 
 
5.0

Great job. As usual, Bob covered a lot of information and drilled down on the more significant tax planning issues.

JimBuroJimBuro   November 20, 2019
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5.0

Great job.

JimBuroJimBuro   November 11, 2019
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5.0

Excellent

JimBuroJimBuro   October 30, 2019
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5.0

Excellent. Craig always works to create effective visuals to complement his insights and analyses. This was one of his best because it provided advisors with a way to communicate more...

JimBuroJimBuro   October 16, 2019
Rating 
 
 
5.0

Great. Bob has a good command of the key changes in the tax laws that will affect investment and tax planning for this year and the years ahead.

JimBuroJimBuro   October 07, 2019
Rating 
 
 
5.0

Excellent as usual. Fritz covered a lot of material and added a great long-term perspective.

JimBuroJimBuro   August 19, 2019
Rating 
 
 
5.0

Great. Bob does a good job covering a lot of material while focusing his time on what matters most.

JimBuroJimBuro   August 12, 2019
Rating 
 
 
5.0

Excellent as usual. I know Fritz does some extreme travel. Please keep him safe. He's a treasure.

140 results - showing 1 - 25