Reviews written by JimBuro

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.

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

Great job and timely information.

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

Good job!

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...

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.

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

Excellent recap of key data

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...