Reviews written by fixin2

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....

I didn't know what to expect. The presentation was extremely interesting and the gapminder tools are worth exploring...

Excellent

Some impressive spreadsheets, but they do not cover a lot of potential future issues - too much based on historical data.

As always, Mr. Meyer was well spoken in the material he presented.

Super.

I love the way Fritz expressed concepts and I love the way he views the overall economy and the metrics he uses.

Some very useful material not only to refresh memory but things to be aware of as laws change.

Very good, as usual - a lot of material though...

Some good illustrative examples that would make a client think...

Extremely informative. Expert quantitative analysis, as usual.

Quite a lot of information to digest...

I liked his fairly simple approach to valuations.

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

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

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

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...