Reviews written by rickd519

Interesting that so much seems to be based on the intent.

Allways interesting.

thank you for starting on time

Please fix the glitches! At least you can log on before the starting time of the webinar.

Interesting to think about decumulation strategies and have a framework to use with clients. Thank you.

It is good to see the data that backs up the premise of a balanced portfolio

Good summary of a complicated law

Always informative

Nicely done.

A lot of good information - how about making it 90 minutes and 1.5 CE credits???

Sessions always end at 5:15 or so. Can we make them 1.25 credits???

Good update

This reminded of classic portfolio theory and the efficiency frontier with a tangent portfolio. Craig's message was about standard deviation, but basically it can be summarized as stating that as...

Bob must have a different definition of the 99% than I have. 99% in net worth is over $11million dollars, 90% of net worth is at $1.2million, much of...

great, logical argument. Only drawback is that sessions constantly run long.

fantastic series. I really love how the focus with clients needs to be on meeting emotional needs, it certainly helps frame discussions. Only complaint is the time management.

Great topics and coverage. My only complaint is around the time - these sessions have been consistently about 10 to 15 minutes long. Just advertise it as 75 minutes and...

Very informative. I vote for a "final" version once a bill is agreed on.

Interesting as always, but always ends late. Perhaps we should adjust the invite to say 1:15?