Reviews written by johnc732

127 results - showing 1 - 25  
 
 
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

johnc732johnc732   March 21, 2018
Rating 
 
5.0

excellent

johnc732johnc732   March 13, 2018
Rating 
 
4.0

dry - but effective

johnc732johnc732   January 24, 2018
(Updated: January 24, 2018)
Rating 
 
5.0

Craig's analogy using the salsa recipe throughout the entire presentation brings the asset allocation investing story into a solution that should be on every advisors menu.

johnc732johnc732   January 08, 2018
(Updated: January 08, 2018)
Rating 
 
5.0

What's interesting is that those projections and supporting comments that have been made over the last several years by Fritz are coming home to roost.

johnc732johnc732   October 09, 2017
(Updated: October 09, 2017)
Rating 
 
5.0

Good overview - would like to see a deeper dive into specific categories that are relevant to the time - or current events - perhaps breaking down the income tax...

johnc732johnc732   September 11, 2017
(Updated: September 11, 2017)
Rating 
 
5.0

Great information that the average investor could comprehend.

johnc732johnc732   June 21, 2017
(Updated: June 21, 2017)
Rating 
 
5.0

The presentation always rises to the tree-tops with Bob...

johnc732johnc732   May 08, 2017
(Updated: May 08, 2017)
Rating 
 
5.0

great stuff

johnc732johnc732   April 19, 2017
(Updated: April 19, 2017)
Rating 
 
4.0

Good General overview just no revelations here.

johnc732johnc732   March 15, 2017
(Updated: March 15, 2017)
Rating 
 
5.0

Eye opening presentation - the visuals tell the story - ANY QUESTIONS?

johnc732johnc732   February 23, 2017
(Updated: February 23, 2017)
Rating 
 
5.0
johnc732johnc732   February 13, 2017
(Updated: February 13, 2017)
Rating 
 
5.0
johnc732johnc732   January 26, 2017
(Updated: January 26, 2017)
Rating 
 
5.0

Bob makes the complicated tax system simple to understand and explain.

johnc732johnc732   November 08, 2016
(Updated: November 08, 2016)
Rating 
 
5.0
johnc732johnc732   October 13, 2016
(Updated: October 13, 2016)
Rating 
 
5.0

Extremely detailed and understandable.

johnc732johnc732   May 24, 2016
(Updated: May 24, 2016)
Rating 
 
5.0

Bob always takes a complicated topic and makes it understandable.

johnc732johnc732   April 11, 2016
(Updated: April 11, 2016)
Rating 
 
5.0

good

127 results - showing 1 - 25