Reviews written by Lesliebeck

22 results - showing 1 - 22  
 
 
LesliebeckLesliebeck   February 27, 2019
Rating 
 
5.0
LesliebeckLesliebeck   October 29, 2018
Rating 
 
5.0
LesliebeckLesliebeck   March 28, 2018
Rating 
 
5.0

Wow, very helpful. I will be looking into defined benefit programs.

LesliebeckLesliebeck   January 24, 2018
(Updated: January 24, 2018)
Rating 
 
5.0
LesliebeckLesliebeck   October 09, 2017
(Updated: October 09, 2017)
Rating 
 
5.0

I have had 2-3% in gold since 2001 for most clients. After looking at the longer-term, I think it is time to move it out!

LesliebeckLesliebeck   July 18, 2017
(Updated: July 18, 2017)
Rating 
 
5.0
LesliebeckLesliebeck   June 28, 2017
(Updated: June 28, 2017)
Rating 
 
5.0

This was great!

LesliebeckLesliebeck   June 21, 2017
(Updated: June 21, 2017)
Rating 
 
5.0
LesliebeckLesliebeck   June 12, 2017
(Updated: June 12, 2017)
Rating 
 
5.0
LesliebeckLesliebeck   May 08, 2017
(Updated: May 08, 2017)
Rating 
 
5.0
LesliebeckLesliebeck   December 12, 2016
(Updated: December 12, 2016)
Rating 
 
4.0

I think Fritz does a great job for the two shows I have seen. I also guess he has a good track record for the year. But I have been...

LesliebeckLesliebeck   November 07, 2016
(Updated: November 07, 2016)
Rating 
 
5.0
LesliebeckLesliebeck   October 26, 2016
(Updated: October 26, 2016)
Rating 
 
5.0
LesliebeckLesliebeck   October 23, 2016
(Updated: October 23, 2016)
Rating 
 
5.0
22 results - showing 1 - 22  
 
 

 

Let’s Make This Easy

 

We’re for you if you’re a fiduciary who:

--  relies on economic fundamentals

--  broadly diversifies a core of portfolios in low-expense funds and ETFs

--  strategically invests based on MPT

--  offers tax and financial planning advice

--  values thought leadership when bad news breaks 

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

 

A4A courses accredited by the CFP Board, IWI, and NASBA power a special brand of independent financial advice. We also leverage the Web to benefit of consumers as well as fiduciaries enrolled in our classes.

 

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