Reviews written by johnc732

137 results - showing 1 - 25  
 
 
johnc732johnc732   June 08, 2020
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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
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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
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9.0

great stuff, but this is making my hair hurt.

johnc732johnc732   April 01, 2020
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10.0

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

johnc732johnc732   March 25, 2020
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10.0

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

johnc732johnc732   February 19, 2020
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9.0

Always a great opportunity to learn something new from Bob.

johnc732johnc732   February 12, 2020
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9.0

Always a great opportunity to learn something new from Bob.

johnc732johnc732   January 08, 2020
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10.0

Great Stuff

johnc732johnc732   December 09, 2019
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5.0

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

johnc732johnc732   October 30, 2019
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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
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5.0

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

johnc732johnc732   July 24, 2019
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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
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5.0

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

johnc732johnc732   May 13, 2019
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5.0

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

johnc732johnc732   January 30, 2019
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5.0

always great and insight stuff

johnc732johnc732   July 18, 2018
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5.0

always worth the investment of my time

johnc732johnc732   March 21, 2018
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5.0

excellent

johnc732johnc732   March 13, 2018
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4.0

dry - but effective

johnc732johnc732   January 24, 2018
(Updated: January 24, 2018)
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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)
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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)
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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...

137 results - showing 1 - 25