Reviews written by efulbright

62 results - showing 1 - 25  
 
 
efulbrightefulbright   February 19, 2020
Rating 
 
 
9.0

it was good. It would be nice to combine this type of presentation with Children's tax brackets vs parents. Also giving us situations where clients should do nothing...

efulbrightefulbright   February 12, 2020
Rating 
 
 
9.0

it was good. It would be nice to combine this type of presentation with Children's tax brackets vs parents. Also giving us situations where clients should do nothing...

efulbrightefulbright   February 10, 2020
Rating 
 
 
10.0

You should put 10 is the best instead of 5

efulbrightefulbright   January 29, 2020
Rating 
 
 
10.0

need to change survey for 10 is best

efulbrightefulbright   November 18, 2019
Rating 
 
 
5.0

Actually compare standard deviation to return is the best.

efulbrightefulbright   October 30, 2019
Rating 
 
 
5.0

Information was good but it was not clear how it would work in distribution stage

efulbrightefulbright   September 09, 2019
Rating 
 
 
5.0

good info

efulbrightefulbright   August 19, 2019
Rating 
 
 
5.0

Need reference for more detail

efulbrightefulbright   July 08, 2019
Rating 
 
 
5.0

Good information

efulbrightefulbright   June 26, 2019
Rating 
 
 
4.0

Would have liked more detailed examples

efulbrightefulbright   June 12, 2019
Rating 
 
 
5.0

Good info but really would have liked more in on how it should effect our investing strategies

efulbrightefulbright   May 20, 2019
Rating 
 
 
5.0

Interesting presentation of RMD

efulbrightefulbright   May 13, 2019
Rating 
 
 
5.0

Good info ready to talk to clients

efulbrightefulbright   April 30, 2019
Rating 
 
 
4.0
efulbrightefulbright   April 10, 2019
Rating 
 
 
5.0

This could have been 2 hours long with info available

efulbrightefulbright   April 08, 2019
Rating 
 
 
5.0

Fritz is great and understandable

efulbrightefulbright   March 27, 2019
Rating 
 
 
5.0

Good but it was nice to see the drilling down on MSCI EFA

efulbrightefulbright   January 21, 2019
Rating 
 
 
5.0

Good info but it would be nice if most of his recommendations were for clients $5 million or lest

efulbrightefulbright   August 13, 2018
Rating 
 
 
5.0

Easy to understand

efulbrightefulbright   August 01, 2018
Rating 
 
 
5.0

Interesting

62 results - showing 1 - 25