Reviews written by JimBuro

149 results - showing 1 - 25  
 
 
JimBuroJimBuro   September 23, 2020
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7.0

I like the creativity with breaking VOO down into its components and using that as a basis for selecting sectors to draw down from. The challenge is that the methods...

JimBuroJimBuro   September 14, 2020
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10.0

Good presentation. It's a large concept with practical challenges in implementation but I think Brian and Prasad did well in the time allotted.

JimBuroJimBuro   September 07, 2020
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10.0

Excellent. Fritz always provides a calm rationale during times of high market volatility.

JimBuroJimBuro   August 26, 2020
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10.0

Very good. While I understand the novelty of the New Economy 7 Twelve portfolio, I think the idea runs counter to proper diversification which is the hallmark of Craig's work....

JimBuroJimBuro   August 23, 2020
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10.0

Very good. Gideon and his team are very knowledgeable and effectively communicate their expertise.

JimBuroJimBuro   August 10, 2020
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10.0

Excellent. Fritz always does a great job focusing on the more significant aspects of economic data that impacts the markets and asset classes.

JimBuroJimBuro   August 03, 2020
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10.0

Excellent. He covered a lot of information in a way that demonstrated the practical application of behavioral finance...not easy to do.

JimBuroJimBuro   July 13, 2020
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10.0

Excellent. Fritz always covers the most significant statistics and data while maintaining a realistic long-term perspective.

JimBuroJimBuro   July 08, 2020
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10.0

Bob is very good and the subject is very timely. The time constraints are a challenge. If Bob has time in his schedule, this could easily be extended to a...

JimBuroJimBuro   June 24, 2020
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10.0

Very good. You don't typically see this type of analysis. Comparing the effectiveness of the asset allocation during the accumulation phase vs. the distribution phase was well done and enlightening....

JimBuroJimBuro   June 08, 2020
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10.0

Great. Fritz is consistently excellent. A true calming voice that rises above the noise.

JimBuroJimBuro   June 03, 2020
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10.0

Great job.

JimBuroJimBuro   May 27, 2020
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10.0

good presentation...great tool for analysis...the analysis can really help visually demonstrate the value of a long-term plan and portfolio approach

JimBuroJimBuro   May 11, 2020
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10.0

Great job.

JimBuroJimBuro   April 29, 2020
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10.0

Good presentation.

JimBuroJimBuro   April 13, 2020
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10.0

Great summary of the key data and implications for the financial markets. Thank you.

JimBuroJimBuro   April 01, 2020
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10.0

Great job and timely information.

JimBuroJimBuro   March 25, 2020
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10.0

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

JimBuroJimBuro   March 11, 2020
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10.0

Good job!

JimBuroJimBuro   February 19, 2020
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10.0

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...

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...

149 results - showing 1 - 25