Reviews written by JimBuro

211 results - showing 1 - 25  
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JimBuroJimBuro   May 09, 2022
10
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Very good.

JimBuroJimBuro   May 02, 2022
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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
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Very good and timely.

JimBuroJimBuro   March 28, 2022
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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
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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.

JimBuroJimBuro   January 27, 2022
10
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Very good. It's nice to hear a calming voice in a sea of noise.

JimBuroJimBuro   January 26, 2022
10
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Good presentation.

JimBuroJimBuro   January 12, 2022
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Good presentation.

JimBuroJimBuro   January 10, 2022
10
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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.

JimBuroJimBuro   December 15, 2021
10
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Good presentation.

JimBuroJimBuro   December 12, 2021
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Excellent update. Thank you.

JimBuroJimBuro   November 17, 2021
10
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Good presentation.

JimBuroJimBuro   November 10, 2021
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Good presentation.

JimBuroJimBuro   November 08, 2021
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Excellent. Great update on the key facts and figures.

JimBuroJimBuro   October 20, 2021
10
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Very good.

JimBuroJimBuro   October 11, 2021
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Another great job keeping things in perspective.

JimBuroJimBuro   October 05, 2021
10
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Wonderful program. Frank was excellent in his presentation. I would highly recommend the program.

JimBuroJimBuro   September 28, 2021
10
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This was a lot of material to cover but Frank did a great job providing a comprehensive overview of the most significant concepts.

JimBuroJimBuro   September 27, 2021
10
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Good job.

JimBuroJimBuro   September 20, 2021
10
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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...

JimBuroJimBuro   September 14, 2021
10
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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...

211 results - showing 1 - 25  
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