Reviews written by trevinkent

26 results - showing 1 - 25  
 
 
trevinkenttrevinkent   August 03, 2020
Rating 
 
 
8.0

I would have appreciated more insight into the details of what they offer, but perhaps that info is coming in Part 2... Also, your submission page (https://advisors4advisors.com/behavioral-finance-assessment) is NOT...

trevinkenttrevinkent   July 29, 2020
Rating 
 
 
4.0

Presenter needed more slides & content, rather than just bullet/talking points.

trevinkenttrevinkent   July 08, 2020
Rating 
 
 
10.0

Excellent! Please elaborate a little bit more on the income tax bracket research you have done surrounding ROTH Conversions (when they make sense & when they don't).

trevinkenttrevinkent   December 09, 2019
Rating 
 
 
5.0
trevinkenttrevinkent   September 09, 2019
Rating 
 
 
5.0
trevinkenttrevinkent   August 12, 2019
Rating 
 
 
5.0
trevinkenttrevinkent   February 11, 2019
Rating 
 
 
5.0
trevinkenttrevinkent   December 12, 2018
Rating 
 
 
4.0

Presentation was a bit scattered.

trevinkenttrevinkent   December 10, 2018
Rating 
 
 
5.0
trevinkenttrevinkent   October 30, 2018
Rating 
 
 
3.0

Good, but lots of unaddressed variables (i.e. lower interest rate environment currently, sequence of return risk in starting years like 1999 & 2007, & etc.)

26 results - showing 1 - 25