Reviews written by Celia

I always learn so much. This will help me in speaking tomorrow with an anxious client who is terrified by something he saw in a newsletter.

As always, there is plenty of great material to share with my clients, who are mostly near retirees or early in retirement.

Great as usual, really helps me explain things to clients

It provides the means for me to talk intelligently with clients about market expectations

So very helpful in helping me help my clients to step back from the brink.

well-presented; a good overview of stock market trends and explanation of his thoughts on inflation and bond returns

Fritz's approach of reviewing the same parameters every month has helped me learn so much. It makes me more confident in explaining the market's moves to clients and gives...

It will be very useful for tax planning with clients, I especially appreciate the charts

provided a lot of good information for discussion with clients

The strategies that are most applicable to middle-class clients are of most interest to me, including tax-loss harvesting and Roth conversions.

it will be very helpful to me in advising my near-retirement and early retirement clients

it will be very helpful to me in advising my near-retirement and early retirement clients

Very interesting. I will have to give additional thought to how I might use it in conjunction with MoneyGuidePro for client conversations.

good info for client discussions

This is really helpful and gives me plenty of food for discussion with clients.

Since I don't work with trusts regularly, I would need to replay it to fully understand it, but I would occasionally have a use for some of the material....

Good heads up for what may be coming down the road. Most of my clients are not HNW but there was helpful info here too for people of more...

I appreciate economics webinars like this which help me in discussing expectations with clients, even though I mostly use index funds and a passive approach in my portfolios.

I can see using these charts mainly to help younger clients. Also, I'd love to hear more about how best to dial back risk exposure just before and just...

I really appreciate Craig's clear & simple explanations of this complex topic.

It was very useful for helping me pull together a lot of disparate economic data into a coherent whole I can use to talk to my clients about long-term planning....

Definitely provided some food for thought and further investigation.