Reviews written by jerryc512

61 results - showing 1 - 25  
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jerryc512jerryc512   April 13, 2022
10
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Excellent

jerryc512jerryc512   July 21, 2021
10
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jerryc512jerryc512   June 16, 2021
10
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relevant, very complex and thought provoking

jerryc512jerryc512   September 07, 2020
10
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Put current situation in context with facts

jerryc512jerryc512   July 08, 2020
10
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jerryc512jerryc512   April 13, 2020
10
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great candid non-politicized comments on current situation

jerryc512jerryc512   March 11, 2020
10
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very informative

jerryc512jerryc512   November 11, 2019
5.0
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Logical presentation of data and addressed issues key issues

jerryc512jerryc512   August 19, 2019
5.0
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jerryc512jerryc512   January 30, 2019
4.0
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jerryc512jerryc512   February 07, 2018
(Updated: February 07, 2018)
5.0
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Bob is always great.

jerryc512jerryc512   November 30, 2017
(Updated: November 30, 2017)
5.0
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So much to absorb in a 60 minute webinar. Look forward to the summary. thanks for being pro-active in getting the information to subscribers.

jerryc512jerryc512   November 15, 2017
(Updated: November 15, 2017)
4.0
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jerryc512jerryc512   September 27, 2017
(Updated: September 27, 2017)
5.0
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Good content...a lot for a short period of time

jerryc512jerryc512   July 26, 2017
(Updated: July 26, 2017)
5.0
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jerryc512jerryc512   July 19, 2017
(Updated: July 19, 2017)
5.0
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jerryc512jerryc512   July 18, 2017
(Updated: July 18, 2017)
5.0
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jerryc512jerryc512   June 28, 2017
(Updated: June 28, 2017)
5.0
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Interesting to understand the impact of fees. Intuitively we know the impact, but first quantification i have seen

jerryc512jerryc512   June 21, 2017
(Updated: June 21, 2017)
5.0
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jerryc512jerryc512   June 04, 2017
(Updated: June 04, 2017)
5.0
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jerryc512jerryc512   March 23, 2017
(Updated: March 23, 2017)
5.0
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Great information...Bob deals with a lot of high network individuals. I would like to see additional comments that address clients that have $500,000 to 2 million in assets and actions...

jerryc512jerryc512   November 10, 2016
(Updated: November 10, 2016)
5.0
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jerryc512jerryc512   September 28, 2016
(Updated: September 28, 2016)
5.0
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great integration of interaction of inflation and multiple asset groups over time

jerryc512jerryc512   May 12, 2016
(Updated: May 12, 2016)
5.0
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interesting approach to answer the critical client question about income lasting

61 results - showing 1 - 25  
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