Reviews written by Sky Waters

10 results - showing 1 - 10 Results per page:
 
How A Fee-Only RIA Can Advise Clients On Existing Annuities (Event)
 

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Very intelligent idea. Very useful service. Thank you, Andrew, for bringing this information to our attention. Mark did a fine job presenting. His examples were particularly helpful to facilitate understanding of the concepts.
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 5.0
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Sky Waters Reviewed by Sky Waters
March 22, 2013

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Last updated: March 22, 2013
 
Six Steps To Building A Practice For Succession - The Next Gen Way (Event)
 

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This was pertinent. The information was sound and useful. Thought-provoking. Presentation was good. Thank you.
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 5.0
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Sky Waters Reviewed by Sky Waters
March 15, 2013

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Last updated: March 15, 2013
 
Portfolio Design, Asset-Class Performance And Correlations And Rebalancing (Event)
 

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Valuable material, well thought out and well presented.
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 5.0
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Sky Waters Reviewed by Sky Waters
November 09, 2012

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Last updated: November 09, 2012
 
Trust Topics And Trends For Financial Advisors (Event)
 

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Robert Keebler was very knowledgeable, and he concisely presented information that is directly relevant to advisors' work with clients.
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 5.0
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Sky Waters Reviewed by Sky Waters
October 12, 2012

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Last updated: October 12, 2012
 
Indexing Approach Generated Excess Annual Return Of 3%; How To Use Income ETFs In Goal Planning (Event)
 

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 5.0
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Sky Waters Reviewed by Sky Waters
June 15, 2012

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Last updated: June 15, 2012
 
Rigged Money: Asset Classes Now Overlap And Their Diversification Is A Myth (Event)
 

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Valuable thought. Stimulating.
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 5.0
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Sky Waters Reviewed by Sky Waters
February 17, 2012

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Last updated: February 17, 2012
 
The 2012 401(k) Opportunity For Advisors: What's Changed, Why Now (Event)
 

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Very well organized, very informative. Good topic, good speaker. Thank you!
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 4.0
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Sky Waters Reviewed by Sky Waters
January 13, 2012

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Last updated: January 13, 2012
 
Study: Long-Term Bond Fund Investors Perform Better Than Expected In A Period Of Rising Rates (Event)
 

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It was helpful.
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 4.0
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Sky Waters Reviewed by Sky Waters
August 05, 2011

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Last updated: August 05, 2011
 
Harold Evensky On What's New In Wealth Management (Event)
 

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This was valuable. Thank you for it.
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 4.0
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Sky Waters Reviewed by Sky Waters
July 29, 2011

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Last updated: July 29, 2011
 
Estate And Financial Planning Client Intake: A Streamlined Values-Based Approach (Event)
 

0 of 0 people found the following review helpful
This was valuable. Useful information well presented. Glad to know of further support Mark makes available. Like the idea of a streamlined approach to this very important aspect of planning - it makes values conversations and fincial choices available to more clients. Welcomed the stats of impact of knowing 8, 5, 2 of clients values. Would be helpful to have stats comparing results of streamlined approach with results of more intensive values/life planning approaches. Mentioned 10% /80%; are there studies?
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 4.0
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Sky Waters Reviewed by Sky Waters
June 17, 2011

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Last updated: June 17, 2011
 
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