Reviews written by polarbear

177 results - showing 1 - 25 1 2 3 4 5 6 7 8 Results per page:
 
 

0 of 0 people found the following review helpful
Bob was excellent - as always - but would love to hear Bob's thoughts on a more detailed dive into a number of items covered today such as just a focus on tax law changes to estate planning, its effect + use of life insurance strategies, 199A strategies, etc.
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5.0
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polarbear Reviewed by polarbear
February 07, 2018

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Last updated: February 07, 2018
 
 

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solid fundamental analysis of current state of financial markets from Fritz - as usual - without the typical Wall Street wirehouse hyperbole + agendas
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5.0
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polarbear Reviewed by polarbear
February 06, 2018

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Last updated: February 06, 2018
 
 

0 of 0 people found the following review helpful
excellent - Craig clearly presents the rational case for real diversification. Interesting chart (I'd love to explore this in greater depth) presented showing the value (or lack of value) in rebalancing over varying time horizons - which does add real (presumably sometimes BIG) tax costs to maintaining the 7-12 balance.
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5.0
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polarbear Reviewed by polarbear
January 24, 2018

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Last updated: January 24, 2018
 
 

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excellent - gives me intellectual arguments to help bolster clients staying put int heir long-term focused investment strategy when so many are imminently expecting bad things in the stock markets.
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5.0
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polarbear Reviewed by polarbear
January 08, 2018

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Last updated: January 08, 2018
 
 

0 of 0 people found the following review helpful
very useful info to share with our clients!
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5.0
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polarbear Reviewed by polarbear
December 13, 2017

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Last updated: December 13, 2017
 
 

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INCREDIBLY USEFUL INFO - given the absurdly short timing of the tax bill "in play" as I type this - to help our clients potentially save material amounts of taxes before y/e 2017 - literally only 17 business days from now!
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5.0
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polarbear Reviewed by polarbear
November 30, 2017

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Last updated: November 30, 2017
 
 

0 of 0 people found the following review helpful
excellent as always.
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5.0
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polarbear Reviewed by polarbear
October 09, 2017

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Last updated: October 09, 2017
 
 

0 of 0 people found the following review helpful
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5.0
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polarbear Reviewed by polarbear
July 19, 2017

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Last updated: July 19, 2017
 
 

0 of 0 people found the following review helpful
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5.0
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polarbear Reviewed by polarbear
June 12, 2017

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Last updated: June 12, 2017
 
 

0 of 0 people found the following review helpful
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5.0
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polarbear Reviewed by polarbear
May 08, 2017

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Last updated: May 08, 2017
 
 

0 of 0 people found the following review helpful
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5.0
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polarbear Reviewed by polarbear
April 26, 2017

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Last updated: April 26, 2017
 
 

0 of 0 people found the following review helpful
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5.0
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polarbear Reviewed by polarbear
April 10, 2017

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Last updated: April 10, 2017
 
 

0 of 0 people found the following review helpful
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5.0
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polarbear Reviewed by polarbear
March 23, 2017

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Last updated: March 23, 2017
 
 

0 of 0 people found the following review helpful
excellent as always. a factual vs alternative facts based analysis of where the economy is today.
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5.0
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polarbear Reviewed by polarbear
March 13, 2017

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Last updated: March 13, 2017
 
 

0 of 0 people found the following review helpful
excellent as always.
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5.0
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polarbear Reviewed by polarbear
February 13, 2017

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Last updated: February 13, 2017
 
 

0 of 0 people found the following review helpful
very interesting + rarely discussed issues came up in this webinar - which deserve more professional discussions
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5.0
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polarbear Reviewed by polarbear
February 07, 2017

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Last updated: February 07, 2017
 
 

0 of 0 people found the following review helpful
Fritz is (as usual) great at clearly parsing out the current + projected financial trends by going to 1st principals - by really looking at the economic data and "tea leaves". Sadly few other prognosticators out there in the financial media do this. We are lucky to have him to help us when we need to relate the "what + why" about what is REALLY going on with our clients.
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5.0
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polarbear Reviewed by polarbear
January 09, 2017

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Last updated: January 09, 2017
 
 

0 of 0 people found the following review helpful
excellent presentation of the economic realities (facts) that too often get so little play these days - as so many overlay their own agendas and opinions but call them their economic reality - which it is not. Fritz is a real "truthsayer" in a world of "soothsayers"!
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5.0
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polarbear Reviewed by polarbear
December 12, 2016

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Last updated: December 12, 2016
 
 

0 of 0 people found the following review helpful
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5.0
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polarbear Reviewed by polarbear
October 23, 2016

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Last updated: October 23, 2016
 
 

0 of 0 people found the following review helpful
excellent - as usual
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5.0
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polarbear Reviewed by polarbear
October 13, 2016

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Last updated: October 13, 2016
 
 

0 of 0 people found the following review helpful
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5.0
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polarbear Reviewed by polarbear
September 12, 2016

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Last updated: September 12, 2016
 
 

0 of 0 people found the following review helpful
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5.0
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polarbear Reviewed by polarbear
July 27, 2016

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Last updated: July 27, 2016
 
 

0 of 0 people found the following review helpful
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5.0
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polarbear Reviewed by polarbear
July 11, 2016

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Last updated: July 11, 2016
 
 

0 of 0 people found the following review helpful
great update!
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5.0
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polarbear Reviewed by polarbear
June 29, 2016

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Last updated: June 29, 2016
 
 

0 of 0 people found the following review helpful
excellent - as ever
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5.0
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polarbear Reviewed by polarbear
June 28, 2016

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Last updated: June 28, 2016
 
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