Reviews written by patrickz520

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Didn't understand that 'video' was being used...and certainly didn't see any video? Also, you did resolve the sound quality, but it was really bad at first. ...

Provides with great detail the powers of diversification. Felt we had to rush too much, but would have been helpful to say that they 60 / 40 actually performs...

Wish we had more time more to answer questions on the call. I view that type of interaction as valuable, as much as the presentation material itself.

Not enough detail on the impact to advisors vs. brokers

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Too much uncertainty in this session; should be harder realities, or at least clearer thougthts, as it seemed muddled on a subject way too important for the vast number of...

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Good awareness of macro tax issus for me. Not an active investment manager (passive approach) so tax trading not as relevant.

1. Create an agenda so we know what's coming 2.Tell us what NOT to do earlier, just in case we can't listen to the whole seminar

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