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Fantastic material. And understanding of the facts
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hypothetical not the real world of investment management
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dull and not practical
10 |
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great narrative for our clients
10 |
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great recap of macro economics trends
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suggest expanded webinar with tax examples for 1) roth - life insurance arbitrage , and 2) CRT stretch with children
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Very insightful and provided excellent concepts to discuss with clients. I still have a lingering question about how the results would've changed if Emerging Markets data (however limited)...
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Fantastic and very relevant for my clients
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another good one! Understand shying away from developed international based on demographics. What about Emerging Markets?
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always informative - thanks Fritz
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fantastic use of real world economic data to state the current state of the economy