Reviews written by jamesb413

79 results - showing 1 - 25  
 
 
jamesb413jamesb413   May 20, 2019
Rating 
 
5.0

Well-presented... and be sure to tell Craig that we are (or at least I, for one, am) extremely! impressed with his creation. Our comments about possible "improvements" would probably make...

jamesb413jamesb413   May 13, 2019
Rating 
 
5.0

Excellent

jamesb413jamesb413   April 08, 2019
Rating 
 
5.0

Excellent, as always

jamesb413jamesb413   February 11, 2019
Rating 
 
5.0

Why do folks get on Fritz' case about foreign stocks & commodities? I think it's because he couldn't resist dipping toes too far into the "asset class prediction" waters. But...

jamesb413jamesb413   December 25, 2018
Rating 
 
5.0

Very grateful for Fritz' willingness to step up, analyze and comment on the admittedly severe market gyrations of late. My clients are wonderfully well trained (only one has sent me...

jamesb413jamesb413   December 19, 2018
Rating 
 
5.0

Excellent. Andy... why the "prerequisite requirements" question on this survey? It has never been relevant in my years of experience at A4A. Oh, and Fuck Disco...

jamesb413jamesb413   December 10, 2018
Rating 
 
5.0

Excellent

jamesb413jamesb413   November 19, 2018
Rating 
 
5.0

Excellent

jamesb413jamesb413   November 14, 2018
Rating 
 
3.0

Somewhat overlapping and therefore confusing. Some of us need more linear presentations ;-)

jamesb413jamesb413   October 30, 2018
Rating 
 
5.0

Excellent

jamesb413jamesb413   September 12, 2018
Rating 
 
5.0

Great

jamesb413jamesb413   August 28, 2018
Rating 
 
5.0

I appreciate Craig's macro-view of the withdrawal rate scenario, but I would hesitate to get into a show & tell with a client without including some sort of minimal COLA......

jamesb413jamesb413   August 13, 2018
Rating 
 
5.0

Excellent

jamesb413jamesb413   July 09, 2018
Rating 
 
5.0

Smart, articulate, focuses on what's important, willing to address questions... what the hell's not to like?

jamesb413jamesb413   June 11, 2018
Rating 
 
5.0

Excellent

jamesb413jamesb413   May 07, 2018
Rating 
 
5.0

Excellent

jamesb413jamesb413   March 13, 2018
Rating 
 
5.0

Excellent

jamesb413jamesb413   March 12, 2018
Rating 
 
5.0

Excellent

jamesb413jamesb413   February 06, 2018
(Updated: February 06, 2018)
Rating 
 
5.0

Great!

jamesb413jamesb413   November 13, 2017
(Updated: November 13, 2017)
Rating 
 
5.0

Excellent.

79 results - showing 1 - 25