Reviews written by Snow
Snow
February 11, 2019
5.0 |
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I like how you supported your intl equity position more this time
Snow
January 30, 2019
5.0 |
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Good, can you show the model portfolio with and without commodities from 1980 to present?
Snow
January 14, 2019
4.0 |
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Excellent, however, I did hear contradictory comments about MPT and not including international moving forward. I like most people on the call believe in MPT and International. Why not buy...
Snow
November 19, 2018
5.0 |
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Excellent work Fritz. I appreciate the different perspective you bring to the table. Don't believe everything you read. There must be more to every story...
Snow
November 14, 2018
5.0 |
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Curious to see what you thought about conservation easements that are not listed transactions than comply with the IRS 2.5X limitation. I personally use GBX Group in Cleveland and the...
Snow
April 11, 2018
5.0 |
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Excellent. A deeper technical dive into the more sophisticated charitable planning (run up against max limitations each year) and trusts to avoid state income taxation in California and NY would...
