Reviews written by JimBuro

158 results - showing 1 - 25  
 
 
JimBuroJimBuro   January 12, 2021
10
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Great webinar. Cathy did a good job describing the changes that are coming.

JimBuroJimBuro   January 11, 2021
10
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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.

JimBuroJimBuro   December 22, 2020
10
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Bob did a great job...covered a lot of ground on a very timely topic.

JimBuroJimBuro   December 15, 2020
10
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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,...

JimBuroJimBuro   December 07, 2020
10
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Very good... as usual Fritz is a rational voice.

JimBuroJimBuro   November 16, 2020
10
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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...

JimBuroJimBuro   November 11, 2020
10
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Good job. Things are moving fast but Bob did a great job keeping pace.

JimBuroJimBuro   October 21, 2020
10
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I always enjoy Craig's insights and perspective.

JimBuroJimBuro   October 12, 2020
10
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Fritz continues to do a great job.

JimBuroJimBuro   September 23, 2020
7.0
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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...

JimBuroJimBuro   September 14, 2020
10
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Good presentation. It's a large concept with practical challenges in implementation but I think Brian and Prasad did well in the time allotted.

JimBuroJimBuro   September 07, 2020
10
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Excellent. Fritz always provides a calm rationale during times of high market volatility.

JimBuroJimBuro   August 26, 2020
10
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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....

JimBuroJimBuro   August 23, 2020
10
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Very good. Gideon and his team are very knowledgeable and effectively communicate their expertise.

JimBuroJimBuro   August 10, 2020
10
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Excellent. Fritz always does a great job focusing on the more significant aspects of economic data that impacts the markets and asset classes.

JimBuroJimBuro   August 03, 2020
10
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Excellent. He covered a lot of information in a way that demonstrated the practical application of behavioral finance...not easy to do.

JimBuroJimBuro   July 13, 2020
10
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Excellent. Fritz always covers the most significant statistics and data while maintaining a realistic long-term perspective.

JimBuroJimBuro   July 08, 2020
10
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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...

JimBuroJimBuro   June 24, 2020
10
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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
10
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Great. Fritz is consistently excellent. A true calming voice that rises above the noise.

JimBuroJimBuro   June 03, 2020
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Great job.

JimBuroJimBuro   May 27, 2020
10
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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 20, 2020
10
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Nice presentation.

JimBuroJimBuro   May 11, 2020
10
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Great job.

JimBuroJimBuro   April 29, 2020
10
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Good presentation.

158 results - showing 1 - 25