Reviews written by williamp707

Great

Awesome. Thanks for including Fritz at the end

Bob is always excellent and gives me a different prospective on taxes and what can with and for our clients.

I appreciated the graphs that illustrated the trade offs between the savings rate and portfolio allocations.

Great as always

Great Session. Looking forward to the region and company drill down

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...

Great

Awesome

Great as always!

Awesome once again

Thanks for sharing the insights. Helpful!

Always learn something new and have assumptions validated. Thanks

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...

Excellent

Excellent. Many of today's ideas confirmed some of my beliefs about Roth conversions and life insurance this year. Also, Bob just mentioned that he teaches using...

Excellent

Great