Reviews written by robertp303

91 results - showing 1 - 25  
 
 
robertp303robertp303   October 07, 2020
Rating 
 
 
10.0

Great. Next time do a webinar on estate tax reduction from 11Million to 5 million and techniques to prepare for this.

robertp303robertp303   July 08, 2020
Rating 
 
 
10.0

Excellent as always.

robertp303robertp303   September 23, 2019
Rating 
 
 
5.0
robertp303robertp303   July 24, 2019
Rating 
 
 
5.0

Excellent

robertp303robertp303   May 22, 2019
Rating 
 
 
5.0

Excellent

robertp303robertp303   March 20, 2019
Rating 
 
 
5.0

Always great

robertp303robertp303   December 12, 2018
Rating 
 
 
5.0

Excellent

robertp303robertp303   September 19, 2018
Rating 
 
 
5.0

The best

robertp303robertp303   July 18, 2018
Rating 
 
 
5.0

The best as always.

robertp303robertp303   May 30, 2018
Rating 
 
 
5.0

Excellent as always.

robertp303robertp303   April 11, 2018
Rating 
 
 
5.0
robertp303robertp303   February 07, 2018
(Updated: February 07, 2018)
Rating 
 
 
5.0

The best yet

robertp303robertp303   November 01, 2017
(Updated: November 01, 2017)
Rating 
 
 
5.0

The best ever

robertp303robertp303   August 30, 2017
(Updated: August 30, 2017)
Rating 
 
 
5.0
robertp303robertp303   July 26, 2017
(Updated: July 26, 2017)
Rating 
 
 
4.0

A little too technical

robertp303robertp303   July 19, 2017
(Updated: July 19, 2017)
Rating 
 
 
5.0

I believe in his philosophy and we implement it using Dimensional funds. As 2 person shop we have looked into TAMP's and could not justify the cost of 25bps, but...

91 results - showing 1 - 25