Reviews written by johnc732

144 results - showing 1 - 25  
 
 
johnc732johnc732   October 21, 2020
Rating 
 
 
10.0

We're watching the impact and evolution of Asset Allocation in the making.

johnc732johnc732   October 07, 2020
Rating 
 
 
9.0

great - lots of material to digest

johnc732johnc732   September 23, 2020
Rating 
 
 
10.0

Craig's presentation always makes you look at a simple index in a different light.

johnc732johnc732   August 26, 2020
Rating 
 
 
10.0

Craig took this this presentation to another level, awesome stuff.

johnc732johnc732   August 03, 2020
Rating 
 
 
10.0

great material and extremely valuable for my practice

johnc732johnc732   July 27, 2020
Rating 
 
 
9.0

This is the "stuff" we have to address in our business, and its NOT sexy or fun or exciting, and its difficult to hold our attention, but Kathy did a...

johnc732johnc732   June 08, 2020
Rating 
 
 
10.0

Interesting data in a time of vast uncertainty, even the data looks foreign to the trained eye, staying the 'asset allocation" course and following your financial plan is vital to...

johnc732johnc732   May 27, 2020
Rating 
 
 
10.0

Its amazing that you can break down 60 years of investment returns into a understand format that the average lay-person could understand and act upon.

johnc732johnc732   April 13, 2020
Rating 
 
 
9.0

great stuff, but this is making my hair hurt.

johnc732johnc732   April 01, 2020
Rating 
 
 
10.0

Bob point out issues that were not highlighted in many other resources I've seen

johnc732johnc732   March 25, 2020
Rating 
 
 
10.0

People are paying attention this this topic now more then ever...

johnc732johnc732   February 19, 2020
Rating 
 
 
9.0

Always a great opportunity to learn something new from Bob.

johnc732johnc732   February 12, 2020
Rating 
 
 
9.0

Always a great opportunity to learn something new from Bob.

johnc732johnc732   January 08, 2020
Rating 
 
 
10.0

Great Stuff

johnc732johnc732   December 09, 2019
Rating 
 
 
5.0

Great presentation materials along with Fritz's simple explanation that even a 6th grader could understand.

johnc732johnc732   October 30, 2019
Rating 
 
 
5.0

Craig presented historical market data and made a simple argument for the value of the Saving Rate vs the Portfolio returns. Excellent presentation that even a NexGen could understand....

johnc732johnc732   August 28, 2019
Rating 
 
 
5.0

AWESOME, this presentation will take the fear out of any clients concern for the next Bear Market.

johnc732johnc732   July 24, 2019
Rating 
 
 
5.0

very effective, stuck to what is most needed to have a conversation and be aware of the planning opportunities

johnc732johnc732   June 10, 2019
Rating 
 
 
5.0

An interesting review of the Feds decision and their reversal of rates.

johnc732johnc732   May 13, 2019
Rating 
 
 
5.0

The materials Fritz provided put things in perspective that will ease the tensions of any market skeptics?

johnc732johnc732   January 30, 2019
Rating 
 
 
5.0

always great and insight stuff

johnc732johnc732   July 18, 2018
Rating 
 
 
5.0

always worth the investment of my time

144 results - showing 1 - 25