Reviews written by austinc408

A bit too much focus on IMCA

It would be perfect is Fritz could deliver this great information within his time allocation.

Very nice presentation - Thanks Bob!

Gideon did a great job. I will be looking at ABA Associate membership.

Great, but ran too far overtime.

Excellent except perhaps Fritz should consider consolidating some slides to help manage the time and allow for questions.. That said, THANKS!

Very thorough analysis. Thanks Fritz!

Interesting data, not sure about the expense ratios..

Very interesting methods for analyzing withdrawal rates. Thanks!

very interesting techniques for concentrated positions.

Apollo was great!

Very good synopsis for establishing a framework to develop a system.

Enjoyable and informative as always, It's really great to have Fritz focusing on the data vs. the emotionally charged efforts of talking heads to make themselves $$

Great, but I was unable to stay when it ran 25 minutes overtime.

I especially appreciated the M2 Money Supply vs. Monetary Base discussion.

Loved it. great idea to check value of Roth conversions before 10/15 to see if recharacterization is warranted.

A very interesting process for ehlping client's explore their core values and develop a comprehensive and effective bucket list. Thanks, Mark!

Very interesting approach vs. MGP which I currently use. I hope to explore it further, perhaps in a beta test.

Dont' know why it ran over.. but information is good. Was a little disappointed that Fritz couldn't return to the slides in question during the Q&A.....

I liked the analysis with commodities being included in the asset allocations to show how they impact diversification. It was also interesting to see the "worst 3" being used...

Very good overview, especially on Roth steps matching tax brackets.

Great analysis of the ecomonic factors influencing us - exepected more regarding MPT and its application now.

Getting better, great integrations with data input services.

Excellent reprise of the Dalbar data and 3 factor models

Interesting for wealthy clients with collections... I don't have any at this time.