Reviews written by williamp707
williamp707
January 12, 2021
10 |
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Great. She was awesome!
williamp707
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. ...
williamp707
April 01, 2020
10 |
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Awesome. Thanks for including Fritz at the end
williamp707
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.
williamp707
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.
williamp707
March 27, 2019
5.0 |
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Great Session. Looking forward to the region and company drill down
williamp707
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...
williamp707
May 23, 2018
5.0 |
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Thanks for sharing the insights. Helpful!
williamp707
March 12, 2018
5.0 |
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Always learn something new and have assumptions validated. Thanks
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...
5.0 |
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Excellent