Reviews written by JimBuro

128 results - showing 1 - 25  
 
 
JimBuroJimBuro   January 29, 2020
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10.0

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.

JimBuroJimBuro   January 28, 2020
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10.0

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

JimBuroJimBuro   January 13, 2020
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10.0

Excellent recap of key data

JimBuroJimBuro   December 18, 2019
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5.0

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...

JimBuroJimBuro   December 09, 2019
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5.0

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

JimBuroJimBuro   December 04, 2019
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5.0

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

JimBuroJimBuro   November 20, 2019
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5.0

Great job.

JimBuroJimBuro   November 11, 2019
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5.0

Excellent

JimBuroJimBuro   October 30, 2019
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5.0

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...

JimBuroJimBuro   October 16, 2019
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5.0

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.

JimBuroJimBuro   October 07, 2019
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5.0

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

JimBuroJimBuro   August 19, 2019
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5.0

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

JimBuroJimBuro   August 12, 2019
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5.0

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

JimBuroJimBuro   July 24, 2019
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5.0

Good job. Bob provides a lot of good information.

JimBuroJimBuro   July 10, 2019
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4.0

Good presentation. Craig always does a good job.

JimBuroJimBuro   June 12, 2019
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5.0

Excellent highlighting of relevant points in Rosling's work.

JimBuroJimBuro   May 29, 2019
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5.0

Excellent. Fritz had great insights on the FED and the significance of their actions.

JimBuroJimBuro   May 13, 2019
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5.0

Very good. Nice summary of key statistics.

JimBuroJimBuro   April 24, 2019
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5.0

Overall a good presentation. It seemed that the objective of the presentation could have been made a bit clearer. I believe the brief history of the comparison period made the...

JimBuroJimBuro   April 10, 2019
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5.0

Good job. Bob gave a good overview of the key elements and terms impacting the estate planning area.

JimBuroJimBuro   April 08, 2019
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5.0

Excellent. Fritz did a great job in presenting a compelling case for the on-going relationship between the economy and financial markets.

JimBuroJimBuro   March 27, 2019
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4.0

Good but a bit unclear in addressing the purpose of the presentation in light of the reference that the webinar was held to clarify the issues raised by Fritz in...

JimBuroJimBuro   March 20, 2019
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5.0

Good presentation. Bob does a very good job providing clarity in covering many technical issues.

JimBuroJimBuro   February 27, 2019
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5.0

Another great presentation.

128 results - showing 1 - 25