Reviews written by wf1irb

57 results - showing 1 - 25  
 
 
wf1irbwf1irb   February 23, 2021
9.0
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wf1irbwf1irb   February 08, 2021
10
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So valuable!

wf1irbwf1irb   January 11, 2021
10
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wf1irbwf1irb   November 18, 2020
8.0
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wf1irbwf1irb   November 16, 2020
8.0
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wf1irbwf1irb   November 11, 2020
10
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Idea for future session (or mini interview): how to assess the tax impact of foreign equity, and how that might affect portfolio allocation to US v. foreign equity. ...

wf1irbwf1irb   November 09, 2020
10
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wf1irbwf1irb   October 12, 2020
10
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wf1irbwf1irb   October 07, 2020
10
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wf1irbwf1irb   September 09, 2020
10
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wf1irbwf1irb   August 10, 2020
10
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Always appreciative of Fritz giving us rational, data-driven perspectives to counterbalance all the noise.

wf1irbwf1irb   July 29, 2020
10
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wf1irbwf1irb   July 27, 2020
10
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Excellent, would like to see more compliance webinars woven into the calendar periodically.

wf1irbwf1irb   July 13, 2020
10
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wf1irbwf1irb   July 08, 2020
10
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wf1irbwf1irb   May 11, 2020
10
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wf1irbwf1irb   April 01, 2020
9.0
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wf1irbwf1irb   March 25, 2020
7.0
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wf1irbwf1irb   March 11, 2020
10
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wf1irbwf1irb   January 28, 2020
10
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wf1irbwf1irb   January 13, 2020
10
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Time with Fritz is always time well spent.

wf1irbwf1irb   December 18, 2019
4.0
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wf1irbwf1irb   December 04, 2019
5.0
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wf1irbwf1irb   August 28, 2019
3.0
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It was OK, but based on the title and description I expected for focus on process or client communication about recessions (not just about diversification and model portfolios). ...

wf1irbwf1irb   May 22, 2019
5.0
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57 results - showing 1 - 25