Reviews written by MHixson6034

15 results - showing 1 - 15  
 
 
MHixson6034MHixson6034   October 15, 2015
(Updated: October 15, 2015)
Rating 
 
5.0
MHixson6034MHixson6034   June 08, 2015
(Updated: June 08, 2015)
Rating 
 
5.0
MHixson6034MHixson6034   May 11, 2015
(Updated: May 11, 2015)
Rating 
 
5.0
MHixson6034MHixson6034   April 24, 2014
(Updated: April 24, 2014)
Rating 
 
4.0

Good but I would appreciate pdf slides of material or something like that either before or after presentation.

MHixson6034MHixson6034   October 10, 2013
(Updated: October 10, 2013)
Rating 
 
4.0

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15 results - showing 1 - 15  
 
 

 

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--  holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually  

--  likes Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck

--  relies on economic fundamentals

--  broadly diversifies a core of client portfolios in low-expense funds

--  strategically invests based on MPT

--  offers tax and financial planning advice

--  wants thought leadership when bad news breaks 

 

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