Reviews written by robertw804
robertw804
April 18, 2023
10 |
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LOVED seeing graphs indicating that there is actually more risk involved in the long-term success of a portfolio with too little equity than too much! That ALONE could help clients...
robertw804
July 11, 2022
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Terrific and timely - as always!
robertw804
January 10, 2022
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Terrific - as always! Fritz always seems to add significant context which helps keep me thinking clearly about the markets with balanced data. This month there seemed to be some...
robertw804
June 07, 2021
7.0 |
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Poor internet today led to a less than typically outstanding presentation - not the fault of the presenters, but not as good nonetheless
robertw804
April 12, 2021
10 |
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Fritz is always spot-on with timely information - a month in between is just long enough to see movement in the numbers, but not so long that there is (typically)...
robertw804
April 13, 2020
10 |
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Great - would like to have learned even more!
robertw804
June 10, 2019
5.0 |
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He mentioned CDOs in the presentation, but I am curious of Fritz's thoughts of the massive increase in BBB bonds and the potential for those to transition to junk status...
robertw804
May 29, 2019
5.0 |
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Fritz always seems to add clarity to the numbers and provide easy-to-understand data that is simple to convey to clients.
robertw804
June 11, 2013
Morningstar Office Review - MCM
Strong research components make this a winner!
