Reviews written by paul@fsiwealth.net

Consistent Fritz.

It was a good refresher course and validated what I thought I knew.

Other than the technical difficulties, it was solid info.

Good information on the new program.

It was good. Provided info to help communicate ideas of a diversified portfolio to our clients

Good stuff. I think the election outcome would've been different if most people understood what their vote meant!

We understand that need to provide continued and consistent material but when the timeframe is double the typical session, then you should be able to cover that consistent information within...

Love the amount of work and thought process. Great job!

Too much info to cover as so many slides were skipped over. Not well constructed

It was classic Fritz. Great info. Only issue though was in the last minute of his presentation - why we we ever get back to a sub-4% unemployment...

Great updated content over previous sessions. Always learn something new that is so important to managing client expectations and my practice.

Great stuff!

After the first 10 minutes, this went into basic IRA rules. I was hoping to spend more time on all of the nuanaces of the CARES Act and the...

The info on the debt and interest service is pretty fascinating. Took on significantly more debt but not much more debt service payments due to historically low interest rates....

This was very dry subject and while it can give us perspective this is so beyond most every clients' willingness to absorb or learn. Not sure this was necessary...

This is probably the most sobering session in years. The outlook for earnings and market levels are somewhat disappointing if they become reality. Overall though, Fritz backs up...

That's a lot info to cover and it's in such a state of flux right now but getting to hear the latest is awesome! Thanks!