Reviews written by jdkinney08853
jdkinney08853
December 13, 2023
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when you are right you are right
jdkinney08853
April 17, 2023
10 |
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Excellent! great to see how history repeats
jdkinney08853
March 22, 2023
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Great insights as always
jdkinney08853
February 15, 2023
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Some of it was not relevant for me since I don't have any "ultra high net worth clients" but other parts were quite useful
jdkinney08853
December 12, 2022
10 |
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always excellent info that pushes back against my preconceived ideas
jdkinney08853
December 05, 2022
5.0 |
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I didn't think that increasing equity allocation truly met the stated presentation objective of exploring traditional bond fund alternatives.
jdkinney08853
November 07, 2022
10 |
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excellent insights
jdkinney08853
January 26, 2022
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excellent thoughts for presenting concepts to clients
jdkinney08853
September 27, 2021
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very good...I am state registered so it is hard to know how much applies to me...but it made me reconsider my growth goals, lol.
jdkinney08853
August 25, 2021
10 |
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very good, interesting and unique thoughts
jdkinney08853
August 18, 2021
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A little fast paced for me. Tax and estate issues require longer for me to process than some other concepts. The life insurance / estate concept eluded me....
jdkinney08853
August 10, 2021
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Excellent, all very true in my experience.
jdkinney08853
July 21, 2021
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nice simple refresher course
