Reviews written by Murphy
Murphy
May 11, 2020
Fritz takes a complicated topic and makes it easier to communicate to clients. Always look forward to these sessions.
Murphy
April 13, 2020
Reassuring that we are giving advice to clients based on real data.
Murphy
February 19, 2020
Certainly highlights the importance of having Roth Conversion conversations with clients throughout year.
Murphy
February 12, 2020
Certainly highlights the importance of having Roth Conversion conversations with clients throughout year.
Murphy
January 29, 2020
Makes it easier to illustrate the benefit of diversification over long periods.
Murphy
December 04, 2019
Reminds me of the value we bring to our clients by staying current.
Murphy
November 20, 2019
Perfect timing. Almost every client is asking about Roth conversions this time of year.
Murphy
November 18, 2019
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...
Murphy
November 11, 2019
Info never grows old. Always pick up new info for client conversations.
Murphy
October 30, 2019
Would it be possible to send Craig questions we would like him to discuss at the start of the program?
Murphy
October 16, 2019
Amazing how complicated simplification can be. Definitely need year end checklist.
Murphy
October 07, 2019
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...
Murphy
August 12, 2019
I never grow tired of hearing these updates. Each time I hear something new. Talking points I use every day.
Murphy
July 10, 2019
Great info. Still need to educate clients about volatility and importance of various buckets to draw from.
Murphy
June 26, 2019
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...
Murphy
June 10, 2019
With all that is going on in the financial world today it's great to get Fritz update. Wish it was weekly.