Reviews written by JimBuro

Great job and timely information.

Very good. It helps keeps things in a long-term perspective...especially during volatile times

Good job!

Craig does a great job presenting things from a very practical vantage point. His spreadsheets provide advisors with great visual aids in helping clients see the potential impacts of their...

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.

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

Excellent recap of key data

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...

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

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

Great job.

Excellent

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...

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.

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

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

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

Good job. Bob provides a lot of good information.

Good presentation. Craig always does a good job.

Excellent highlighting of relevant points in Rosling's work.

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

Very good. Nice summary of key statistics.

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...

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

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