Reviews written by fixin2

17 results - showing 1 - 17  
 
 
fixin2fixin2   January 25, 2021
9.0
Average Attendee Rating
Poor Average Excellent

Only caught the last 60%, but clearly, Craig presents well. He is also persistent in his portfolio approach, which I appreciate, although I personally do some strategic sector rotation....

fixin2fixin2   June 12, 2019
5.0
Average Attendee Rating
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I didn't know what to expect. The presentation was extremely interesting and the gapminder tools are worth exploring...

fixin2fixin2   June 10, 2019
5.0
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Excellent

fixin2fixin2   May 20, 2019
4.0
Average Attendee Rating
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Some impressive spreadsheets, but they do not cover a lot of potential future issues - too much based on historical data.

fixin2fixin2   May 13, 2019
5.0
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As always, Mr. Meyer was well spoken in the material he presented.

fixin2fixin2   March 11, 2019
5.0
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Super.

fixin2fixin2   January 14, 2019
5.0
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I love the way Fritz expressed concepts and I love the way he views the overall economy and the metrics he uses.

fixin2fixin2   July 18, 2018
4.0
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Some very useful material not only to refresh memory but things to be aware of as laws change.

fixin2fixin2   May 07, 2018
4.0
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Very good, as usual - a lot of material though...

fixin2fixin2   April 25, 2018
4.0
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Some good illustrative examples that would make a client think...

fixin2fixin2   April 09, 2018
5.0
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Extremely informative. Expert quantitative analysis, as usual.

fixin2fixin2   March 28, 2018
5.0
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Quite a lot of information to digest...

fixin2fixin2   March 13, 2018
4.0
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I liked his fairly simple approach to valuations.

fixin2fixin2   February 21, 2018
(Updated: February 21, 2018)
4.0
Average Attendee Rating
Poor Average Excellent

Always interesting, but would be nice to see broader alternative portfolios to the 7twelve.

fixin2fixin2   February 07, 2018
(Updated: February 07, 2018)
5.0
Average Attendee Rating
Poor Average Excellent

Extremely interesting and food for thought - what a lot for CPAs to learn (and us too!)...

Financial Planning
fixin2fixin2   February 05, 2010
Overall rating 
 
 
3.5
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
3.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
2.0

A good basic program for accumulation phase planning

Again, a good basic planning tool for younger clients in the accumulation phase of their lives

CRM Software
fixin2fixin2   January 23, 2010
Overall rating 
 
 
3.5
Company  
 
 
4.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
2.0
Insurance Tracking  
 
 
2.0
Workflow Management  
 
 
3.0
Productivity  
 
 
4.0
Client Portal  
 
 
3.0
Integration  
 
 
4.0
Security  
 
 
4.0
Pricing 
 
 
5.0

A good CRM system and getting better.

Overall I am positive on Redtail. They seem to be aware of the needs of advisors and are constantly improving the platform. I'm an old geezer, and it's...

17 results - showing 1 - 17