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General Stock Investment Strategies/Tad Borek
All Reviews from Users
Column Headings: K = Knowledgeability C = Clarity of Response T = Timeliness P = Politeness
N = Nominated for Expert of the Month
| Date | User | K | C | T | P | N | Comments |
|---|---|---|---|---|---|---|---|
| 2009-09-15 | Loretta | 10 | 10 | 10 | 10 | Yes | Thank you very much for your very clear and interesting answer! |
| 2009-08-10 | john | 10 | 10 | 10 | 10 | No | Thank for your reply. It will help me out alot when I make my decision later. |
| 2009-05-26 | Dave | 10 | 10 | 10 | 10 | Yes | Thank you so much. Dave |
| 2009-05-11 | dan | 10 | 10 | 10 | 10 | Yes | |
| 2009-04-05 | Adrianne | 10 | 10 | 10 | 10 | Yes | Thanks so much I will do my research and see what I come up with. |
| 2009-02-19 | Ron | 10 | 10 | 10 | 10 | Yes | Thanks Tad - I appreciate the answer and the followup link - it does help. The questions I actually asked are of a real situation - actually multiple situations - though a little less complicated than I have but I need to make sure I fully understand the basics. Thanks again. |
| 2009-02-18 | Jack | 10 | 10 | 10 | 10 | Yes | Thank you. I was not aware of the "deemed worthless" aspect. After I submitted my question, i kept trying different google searches and found 2 numbers to call. Will try them tomorrow as well as look at the site you provided. Jack |
| 2008-12-18 | wendy | 10 | 10 | 10 | 10 | Yes | Wow -- incredibly thorough answer -- and explained very clearly to a lay person (me) |
| 2008-12-03 | Tammy | 10 | 10 | 10 | 10 | Yes | Tad did a great job of providing me direction and helping me to formulate questions to ask. Even though the information I provided was vague, I feel he gave me options that need to be discussed in more detail. This is really a great service and the quick responses are a big asset so I may be able to take care of this before my 401K is frozen. |
| 2008-11-25 | Brad | 10 | 10 | 10 | 10 | Yes | Thanks, your example was the question I was trying to ask. You did a great job of demonstrating how the 2x etf's correlate to standard index etf's |
| 2008-11-22 | Michael | 10 | 10 | 10 | 10 | Yes | Thank you for the quick response. |
| 2008-11-21 | Jeanette | 10 | 10 | 10 | 10 | No | Thank you very much. I now have a place to start. Jeanette |
| 2008-11-08 | Gary | 10 | 10 | 10 | 10 | No | Thank you very much for your help and time. It is much appreciated |
| 2008-10-06 | dorothea | 10 | 10 | 10 | 10 | Yes | thank you - I think by stating my question with the answer beginning with using my name is very nice..... thank you. p.s.. the stock is miserable now... will not even touch it! hopefully it will regain its value some day!!! regards, Dorothea |
| 2008-09-23 | Karin | 10 | 10 | 8 | 10 | Yes | Thank you so much! |
| 2008-09-03 | alan | 10 | 10 | 10 | 10 | Yes | extremely helpful thanks so much! |
| 2008-09-03 | Dave | 10 | 8 | 8 | 10 | No | |
| 2008-08-06 | Marlene Goss | 10 | 10 | 10 | 10 | Yes | Really appreciate the answer and the thinking that went along with it. Thanks for a great service. |
| 2008-07-16 | Tina | 10 | 10 | 10 | 10 | Yes | Thank you so much for your insight. |
| 2008-06-17 | Don | 10 | 10 | 10 | 10 | Yes | Thank you for a detailed explanation. I appreciate it. Don |
| 2008-06-14 | Keith | 10 | 10 | 10 | 10 | Yes | Thanks so much for your research and help. Keith |
| 2008-06-13 | Joey | 10 | 10 | 10 | 10 | No | Excellent information. As I stated, I just began some small stock purchases and this will factor in at some point, but my curiosity had to be satisfied to see if it was worth the expense. Thanks again Tad, J |
| 2008-05-07 | Nathan | 10 | 10 | 10 | 10 | Yes | THANKS A LOT!!! |
| 2008-05-06 | Stephen | 10 | 10 | 10 | 10 | No | Thank you, Tad! |
| 2008-04-27 | Thomas | 10 | 10 | 10 | 10 | Yes | Answered my question to my satisfaction and I also learned something. Thanks |
| 2008-04-22 | Max | 10 | 10 | 10 | 10 | Yes | Thanks for the quick answer. |
| 2008-04-21 | Jim | 10 | 10 | 10 | 10 | Yes | Thanks for you help. Your answer was what I was afraid of... Jim |
| 2008-03-19 | LANNY | 10 | 5 | 10 | 10 | No | |
| 2008-02-29 | bill | 10 | 10 | 10 | 10 | No | thanks a lot looks like just what I was looking for. |
| 2008-02-29 | Karen | 10 | 10 | 10 | 10 | Yes | Thank you so much for all of your information. I wish we had an advisor like you here in FL to work with. We had worked w/ one, but she retired. Her successor just looked at Morningstar ratings! He gave us wrong tax info as well, so we never went back. Thank you for your help :) |
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Tad Borek
Expertise
I am a San Francisco-based investment adviser and attorney.
Experience
I opened my investment advisory practice, Borek Financial Management, in 1999, and have been a licensed attorney since 1993.
I received my B.S from Cornell University, and a J.D. from George Washington University Law School.
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