Reviews written by JimBuro

229 results - showing 1 - 25  
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JimBuroJimBuro   February 27, 2023
10
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Good presentation. It was unfortunate that the tech acted up late in the presentation. Craig did a good job despite the glitch. His insights are meaningful and significant to the...

JimBuroJimBuro   January 09, 2023
10
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Excellent. Timely and practical.

JimBuroJimBuro   December 14, 2022
10
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Nice job. Have a safe and sane holiday season.

JimBuroJimBuro   December 12, 2022
10
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Excellent. I always appreciate you keeping us focused on the long-term.

JimBuroJimBuro   December 05, 2022
10
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Good presentation

JimBuroJimBuro   November 07, 2022
10
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Excellent..as usual . Fritz is calming voice in a sea of market "noise"...and a national treasure as well :)

JimBuroJimBuro   October 17, 2022
10
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Good presentation.

JimBuroJimBuro   October 11, 2022
10
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Good presentation. It reminds us to keep bear markets in perspective and to re-balance portfolios to take advantage of different correlations of asset classes.

JimBuroJimBuro   September 13, 2022
10
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Very good. Craig always makes you think. I like the idea of having more flexibility in taking withdrawals from a retirement account.

JimBuroJimBuro   September 12, 2022
10
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Excellent. Fritz does a great job keeping things in perspective. This is a skill that helps cut through the headline noise...especially on a noisy day.

JimBuroJimBuro   August 17, 2022
10
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Good overview of the key items that are timely and significant to HNW clients.

JimBuroJimBuro   August 08, 2022
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Very good.

JimBuroJimBuro   August 02, 2022
10
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Excellent. Craig always challenges the advisors to think differently.

JimBuroJimBuro   June 22, 2022
10
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Good presentation. Thank you.

JimBuroJimBuro   June 13, 2022
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Excellent

JimBuroJimBuro   May 25, 2022
10
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God job. It's a large topic and Bob was effective in focusing on the most common areas.

JimBuroJimBuro   May 09, 2022
10
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Very good.

JimBuroJimBuro   May 02, 2022
10
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Fritz did a great job addressing relative valuation in the context of both the long-term and short-term.

JimBuroJimBuro   April 26, 2022
10
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Great. Craig does a great job...not just crunching the numbers but thinking about the real world implications of the assumptions that we often make in the industry. Many times our...

JimBuroJimBuro   April 13, 2022
10
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Very good and timely.

JimBuroJimBuro   March 28, 2022
10
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Very good. This is a valuable and timely topic. LTC planning should be a significant part of a financial planner's offering.

JimBuroJimBuro   March 21, 2022
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Timely and necessary.

JimBuroJimBuro   March 07, 2022
10
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Great presentation. Fritz is always a calming voice...especially in the middle of a stormy market.

JimBuroJimBuro   February 23, 2022
10
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Very good. Craig always provides content that reflects important questions that advisors often think about but don't necessarily articulate. I really enjoyed his observations on this topic.

229 results - showing 1 - 25  
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