Reviews written by jamesb413
jamesb413
May 20, 2019
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Well-presented... and be sure to tell Craig that we are (or at least I, for one, am) extremely! impressed with his creation. Our comments about possible "improvements" would probably make...
jamesb413
February 11, 2019
5.0 |
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Why do folks get on Fritz' case about foreign stocks & commodities? I think it's because he couldn't resist dipping toes too far into the "asset class prediction" waters. But...
jamesb413
December 25, 2018
5.0 |
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Very grateful for Fritz' willingness to step up, analyze and comment on the admittedly severe market gyrations of late. My clients are wonderfully well trained (only one has sent me...
jamesb413
December 19, 2018
5.0 |
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Excellent. Andy... why the "prerequisite requirements" question on this survey? It has never been relevant in my years of experience at A4A. Oh, and Fuck Disco...
jamesb413
November 14, 2018
3.0 |
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Somewhat overlapping and therefore confusing. Some of us need more linear presentations ;-)
jamesb413
August 28, 2018
5.0 |
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I appreciate Craig's macro-view of the withdrawal rate scenario, but I would hesitate to get into a show & tell with a client without including some sort of minimal COLA......
jamesb413
July 09, 2018
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Smart, articulate, focuses on what's important, willing to address questions... what the hell's not to like?
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Great!
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Excellent.
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excellent
