Reviews written by tactical

I appreciated having more time to answer the pop quiz questions.

I thought it was good, but it would be much more compelling if Craig made adjustments for lower bond yields. He did go back and show us periods...

I thought talking about Section 754 elections and some of the more in depth tax issues was pretty useless for most RIA's. More in depth info on asset...

It was very worthwhile. I learned some new things.

Very worthwhile.

There was not enough time for the complex quiz questions and we went through the material so fast it was difficult to understand and absorb it all.

I thought all 3 webinars were excellent, but wish we could get copies of the slides.

The material was too complex to go that fast. It was hard to hear him at times when his voice dropped off. He is very knowledgeable and this...

Given the time David had, I think he did a good job and is helping us with younger clients. He glosses over some of the trade offs with using...

Wade is amazing and is providing an incredibly important service to our profession. This webinar covered some important areas and was very valuable.

I thought it was very well done except that it felt too "salesy" towards the end.

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To me, randomly selecting active funds is pretty worthless because the majority of active funds are closet indexers. I also wonder why he did not do a study of...

It is an important topic and Barry's information was useful.

It is an important topic and Barry's information was useful.

This is one of the most valuable webinar - if not the most - I have ever attended. There was too much data for an hour - but it...