Reviews written by EveKaplan

93 results - showing 1 - 25  
 
 
EveKaplanEveKaplan   October 07, 2020
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10.0

I'd like more time spent on strategies appropriate to folks with $1-2 mln investment assets with less stress on eg installment sales or strategies for the affluent.

EveKaplanEveKaplan   September 23, 2020
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10.0

Craig always is excellent.

EveKaplanEveKaplan   September 07, 2020
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10.0

The best - like a monthly visit to a therapist for advisors!

EveKaplanEveKaplan   July 29, 2020
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8.0

Interesting. I think it was a bit gouache for him to bring Andy’s personal estate planning into the webinar. Would appreciate visuals that show strategies.

EveKaplanEveKaplan   July 13, 2020
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10.0

helpful money therapy (hand holding) during these difficult times - the repetition is very good

EveKaplanEveKaplan   June 24, 2020
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10.0
EveKaplanEveKaplan   April 29, 2020
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10.0

Craig always have something interesting and relevant to share.

EveKaplanEveKaplan   April 13, 2020
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10.0

Fritz is very helpful at all times.

EveKaplanEveKaplan   March 11, 2020
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10.0

very high level and challenging to follow all of the strategies

EveKaplanEveKaplan   February 10, 2020
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10.0

always excellent

EveKaplanEveKaplan   January 13, 2020
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10.0

He is my monthly sanity check on markets and the economy. He has performed an invaluable service to me over the past 5+ years.

EveKaplanEveKaplan   November 11, 2019
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5.0
EveKaplanEveKaplan   August 19, 2019
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5.0

great subject to tackle in 2 parts.

EveKaplanEveKaplan   August 12, 2019
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5.0
EveKaplanEveKaplan   July 08, 2019
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5.0

he is the best!

EveKaplanEveKaplan   June 26, 2019
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5.0

clear and understandable

EveKaplanEveKaplan   June 10, 2019
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5.0
EveKaplanEveKaplan   May 29, 2019
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5.0

excellent and timely (also prompting some worrying on my side)

EveKaplanEveKaplan   April 08, 2019
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5.0

always reassuringly detailed with supportive data - very helpful!

EveKaplanEveKaplan   February 27, 2019
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5.0

interesting!

EveKaplanEveKaplan   February 11, 2019
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5.0

totally wrong about DFA (as noted already) -- whomever he talked to (about being required to invest in international markets) was smoking something....

EveKaplanEveKaplan   December 25, 2018
Rating 
 
 
5.0

excellent timing, very reassuring!

93 results - showing 1 - 25