Reviews written by caromsdahl

Great! Well thought-out, takes one back to simple yet effective methodology.

Think I've only listened to Fritz once before. He might think he's repetitive, but I found his presentation and comments to be fantastic! Presents a level-headed, analytical, fair...

Great! Sorry I have to get off early. Always interesting to hear Craig, especially in "free form" at end of webinar, with examples.

I thought Bob did an awesome job of condensing HUGE tax law change into salient points in an hour. Kudos to him....

VERY interesting observations! As usual, per Craig Israelsen. :)

Great discussion!

Great information, thank you!

I thought it was good, Paul made several thought-provoking comments. I expected the session to be more technical based on the topic title.

VERY interesting! Greatly helps frame discussion with clients back to where it should be (logical, goal-oriented and long-term) and away from knee-jerk emotional reactions due to immediate inflation. ...

Brilliant! Perfect timing given what's going on in Wash DC. Wise observation on viability of electric cars vis-a-vis long-term trips.

Great! Always appreciate any brush-up in learning from Bob! Would be great to get a session on what tax-related info is in Build Back Better. ...

Very interesting analysis! Thank you, Craig!

Outstanding, as usual, just seemed a bit rushed.....

Very interesting observations.....Frank has a great background to present this class!

GREAT! Very helpful to hear what Bob is thinking now about tax strategy......

Great update on what Biden/Congress is thinking.

Great, thanks Bob and Andy!

Bob Keebler is truly amazing; this has been SUCH a tough year, and he just continues to stay on top of things. Outstanding discussion, as usual; glad we took...

great thoughts for a crazy time. :)

Always enjoy listening to Craig and learn something! Thank you!

Really great review of hot button items for RIAs.

Joined the meeting late due to client meeting overrun, but found information quite valuable

Outstanding! Very thought-provocative for year-end planning.

Always love listening to Craig Israelsen - a bright, objective approach to investing.....

Very helpful and informative!