Reviews written by rodthack

13 results - showing 1 - 13  
 
 
rodthackrodthack   February 19, 2020
Rating 
 
 
7.0

hypothetical not the real world of investment management

rodthackrodthack   February 10, 2020
Rating 
 
 
3.0

dull and not practical

rodthackrodthack   February 10, 2020
Rating 
 
 
10.0

great narrative for our clients

rodthackrodthack   January 22, 2020
Rating 
 
 
3.0

dull and not practical

rodthackrodthack   January 13, 2020
Rating 
 
 
10.0

great recap of macro economics trends

rodthackrodthack   January 08, 2020
Rating 
 
 
8.0

suggest expanded webinar with tax examples for 1) roth - life insurance arbitrage , and 2) CRT stretch with children

rodthackrodthack   November 18, 2019
Rating 
 
 
5.0

Very insightful and provided excellent concepts to discuss with clients. I still have a lingering question about how the results would've changed if Emerging Markets data (however limited)...

rodthackrodthack   November 11, 2019
Rating 
 
 
5.0

Fantastic and very relevant for my clients

rodthackrodthack   September 09, 2019
Rating 
 
 
5.0

another good one! Understand shying away from developed international based on demographics. What about Emerging Markets?

rodthackrodthack   August 19, 2019
Rating 
 
 
3.0

rushed

rodthackrodthack   August 12, 2019
Rating 
 
 
5.0

always informative - thanks Fritz

rodthackrodthack   June 10, 2019
Rating 
 
 
4.0

good

rodthackrodthack   May 13, 2019
Rating 
 
 
5.0

fantastic use of real world economic data to state the current state of the economy

13 results - showing 1 - 13