Reviews written by williamp707

114 results - showing 1 - 25  
 
 
williamp707williamp707   January 12, 2021
10
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Great. She was awesome!

williamp707williamp707   January 11, 2021
10
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Always excellent.

williamp707williamp707   December 07, 2020
10
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Awesome as always

williamp707williamp707   November 09, 2020
10
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williamp707williamp707   September 23, 2020
9.0
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Great session. I would recommend and like to see data going back to 2000. That would capture the entire "lost decade" of the S&P 500. ...

williamp707williamp707   August 10, 2020
10
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Great

williamp707williamp707   July 13, 2020
10
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Another awesome webinar

williamp707williamp707   June 08, 2020
10
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williamp707williamp707   April 13, 2020
10
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Great

williamp707williamp707   April 01, 2020
10
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Awesome. Thanks for including Fritz at the end

williamp707williamp707   March 11, 2020
10
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Bob is always excellent and gives me a different prospective on taxes and what can with and for our clients.

williamp707williamp707   October 30, 2019
5.0
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I appreciated the graphs that illustrated the trade offs between the savings rate and portfolio allocations.

williamp707williamp707   June 26, 2019
5.0
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Great as always

williamp707williamp707   March 27, 2019
5.0
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Great Session. Looking forward to the region and company drill down

williamp707williamp707   March 11, 2019
5.0
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williamp707williamp707   February 11, 2019
5.0
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Great stuff. Fritz touched on something I've been questioning recently. I would love if you could get a Fritz and Craig in a joint "non-US and...

williamp707williamp707   January 30, 2019
5.0
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Great

williamp707williamp707   December 25, 2018
5.0
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Awesome

williamp707williamp707   December 19, 2018
5.0
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Great as always!

williamp707williamp707   July 09, 2018
5.0
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Awesome once again

williamp707williamp707   May 23, 2018
5.0
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Thanks for sharing the insights. Helpful!

williamp707williamp707   April 09, 2018
5.0
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williamp707williamp707   March 12, 2018
5.0
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Always learn something new and have assumptions validated. Thanks

williamp707williamp707   October 09, 2017
(Updated: October 09, 2017)
5.0
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Great as always. What I appreciated most was the comparison of gold vs cash and fixed income. I also liked the efficient frontier comparison. Wish they were included...

williamp707williamp707   July 19, 2017
(Updated: July 19, 2017)
5.0
Average Attendee Rating
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Excellent

114 results - showing 1 - 25