Reviews written by Murphy

44 results - showing 1 - 25  
 
 
MurphyMurphy   June 24, 2020
Rating 
 
 
10.0

Craig is always clear and concise.

MurphyMurphy   June 08, 2020
Rating 
 
 
10.0

A great recap of last few months.

MurphyMurphy   May 27, 2020
Rating 
 
 
10.0

Reminded me to subscribe to Craig's material.

MurphyMurphy   May 11, 2020
Rating 
 
 
10.0

Fritz takes a complicated topic and makes it easier to communicate to clients. Always look forward to these sessions.

MurphyMurphy   April 13, 2020
Rating 
 
 
10.0

Reassuring that we are giving advice to clients based on real data.

MurphyMurphy   April 01, 2020
Rating 
 
 
10.0

Great overview.

MurphyMurphy   March 25, 2020
Rating 
 
 
10.0

Perfect timing.

MurphyMurphy   March 11, 2020
Rating 
 
 
10.0

Very timely.

MurphyMurphy   February 19, 2020
Rating 
 
 
10.0

Certainly highlights the importance of having Roth Conversion conversations with clients throughout year.

MurphyMurphy   February 12, 2020
Rating 
 
 
10.0

Certainly highlights the importance of having Roth Conversion conversations with clients throughout year.

MurphyMurphy   January 29, 2020
Rating 
 
 
10.0

Makes it easier to illustrate the benefit of diversification over long periods.

MurphyMurphy   January 28, 2020
Rating 
 
 
10.0

Complicated area clearly presented.

MurphyMurphy   December 04, 2019
Rating 
 
 
5.0

Reminds me of the value we bring to our clients by staying current.

MurphyMurphy   November 20, 2019
Rating 
 
 
5.0

Perfect timing. Almost every client is asking about Roth conversions this time of year.

MurphyMurphy   November 18, 2019
Rating 
 
 
5.0

Multi-Asset Portfolio after inflation of 5.30% over 49 years is a reasonable place to start a financial plan today. I usually use 5% with 2% inflation or 6% with...

MurphyMurphy   November 11, 2019
Rating 
 
 
5.0

Info never grows old. Always pick up new info for client conversations.

MurphyMurphy   October 30, 2019
Rating 
 
 
5.0

Would it be possible to send Craig questions we would like him to discuss at the start of the program?

MurphyMurphy   October 16, 2019
Rating 
 
 
5.0

Amazing how complicated simplification can be. Definitely need year end checklist.

MurphyMurphy   October 07, 2019
Rating 
 
 
5.0

Never get tired of hearing this information. Nice to get continuous recap of prior info. Helps to have conversations with current and potential clients. Best taken away was our job...

MurphyMurphy   August 12, 2019
Rating 
 
 
5.0

I never grow tired of hearing these updates. Each time I hear something new. Talking points I use every day.

MurphyMurphy   July 10, 2019
Rating 
 
 
5.0

Great info. Still need to educate clients about volatility and importance of various buckets to draw from.

MurphyMurphy   June 26, 2019
Rating 
 
 
5.0

Good general overview. I agree that we should learn more about annuities. There is a company that sells annuities without commissions and working with NAPFA members. They are...

MurphyMurphy   June 10, 2019
Rating 
 
 
5.0

With all that is going on in the financial world today it's great to get Fritz update. Wish it was weekly.

MurphyMurphy   May 29, 2019
Rating 
 
 
5.0

One of the best. Great talking points for clients.

44 results - showing 1 - 25