Reviews written by JimBuro

Very good.

Fritz did a great job addressing relative valuation in the context of both the long-term and short-term.

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...

Very good and timely.

Very good. This is a valuable and timely topic. LTC planning should be a significant part of a financial planner's offering.

Timely and necessary.

Great presentation. Fritz is always a calming voice...especially in the middle of a stormy market.

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.

Excellent update.

Very good. It's nice to hear a calming voice in a sea of noise.

Good presentation.

Good presentation.

Great presentation. It's a new year, but it's great to be able to rely on Fritz's consistent analysis of what matter most.

Good presentation.

Excellent update. Thank you.

Good presentation.

Good presentation.

Excellent. Great update on the key facts and figures.

Very good.

Another great job keeping things in perspective.

Wonderful program. Frank was excellent in his presentation. I would highly recommend the program.

This was a lot of material to cover but Frank did a great job providing a comprehensive overview of the most significant concepts.

Good job.

Very good. I appreciate the depth of research that Craig put into this work. I liked the visuals as well as the conceptual discussions that the model can generate. The...

Excellent. These are difficult things to understand, process, and engage with clients. Frank gave a great overview of some of the key areas that directly impact a client's level of...