Reviews written by williamp707

108 results - showing 1 - 25  
 
 
williamp707williamp707   July 13, 2020
Rating 
 
 
10.0

Another awesome webinar

williamp707williamp707   April 01, 2020
Rating 
 
 
10.0

Awesome. Thanks for including Fritz at the end

williamp707williamp707   March 11, 2020
Rating 
 
 
10.0

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

williamp707williamp707   October 30, 2019
Rating 
 
 
5.0

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

williamp707williamp707   March 27, 2019
Rating 
 
 
5.0

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

williamp707williamp707   March 11, 2019
Rating 
 
 
5.0
williamp707williamp707   February 11, 2019
Rating 
 
 
5.0

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   December 19, 2018
Rating 
 
 
5.0

Great as always!

williamp707williamp707   July 09, 2018
Rating 
 
 
5.0

Awesome once again

williamp707williamp707   May 23, 2018
Rating 
 
 
5.0

Thanks for sharing the insights. Helpful!

williamp707williamp707   March 12, 2018
Rating 
 
 
5.0

Always learn something new and have assumptions validated. Thanks

williamp707williamp707   October 09, 2017
(Updated: October 09, 2017)
Rating 
 
 
5.0

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)
Rating 
 
 
5.0

Excellent

williamp707williamp707   April 10, 2017
(Updated: April 10, 2017)
Rating 
 
 
5.0
williamp707williamp707   February 23, 2017
(Updated: February 23, 2017)
Rating 
 
 
5.0

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...

williamp707williamp707   February 22, 2017
(Updated: February 22, 2017)
Rating 
 
 
5.0
williamp707williamp707   January 26, 2017
(Updated: January 26, 2017)
Rating 
 
 
5.0

Excellent

williamp707williamp707   January 09, 2017
(Updated: January 09, 2017)
Rating 
 
 
5.0
williamp707williamp707   November 07, 2016
(Updated: November 07, 2016)
Rating 
 
 
5.0

Great

108 results - showing 1 - 25