Reviews written by Sky Waters
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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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This was pertinent. The information was sound and useful. Thought-provoking. Presentation was good. Thank you.
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Valuable material, well thought out and well presented.
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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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Indexing Approach Generated Excess Annual Return Of 3%; How To Use Income ETFs In Goal Planning (Event)
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Valuable thought. Stimulating.
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Very well organized, very informative. Good topic, good speaker. Thank you!
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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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This was valuable. Thank you for it.
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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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