Reviews written by JimBuro

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...

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

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

Great job.

Excellent

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...

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.

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

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

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