Reviews written by kenb805

48 results - showing 1 - 25  
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A Simple New Approach To Retirement Income Planning
Webinars
kenb805kenb805   May 12, 2016
(Updated: May 12, 2016)
2.0
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Fritz Meyer Economic And Investment Update, February 2016
Webinars
kenb805kenb805   February 08, 2016
(Updated: February 08, 2016)
4.0
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2015 Asset-Class Performance Versus 5-, 10-, and 15-Year Periods
Webinars
kenb805kenb805   January 27, 2016
(Updated: January 27, 2016)
4.0
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Good. Surprised that the re-balanced 7/12 portfolio had a rate of return only a small amount above the unbalanced 7/12.

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2016 Global Market Outlook With Russell Investments
Webinars
kenb805kenb805   January 21, 2016
(Updated: January 21, 2016)
5.0
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Excellent Presenter and information

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The Math Of Retirement
Webinars
kenb805kenb805   December 03, 2015
(Updated: December 03, 2015)
4.0
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Craig Israelsen Special Market Coverage
Webinars
kenb805kenb805   August 24, 2015
(Updated: August 24, 2015)
4.0
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What Financial Advisors Must Know About Retirement Income Tax Planning
Webinars
kenb805kenb805   June 25, 2015
(Updated: June 25, 2015)
4.0
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Fritz Meyer Economic And Investment Update, May 2015
Webinars
kenb805kenb805   May 11, 2015
(Updated: May 11, 2015)
3.0
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Office 365 Overview: Getting Ready To Get Set
Webinars
kenb805kenb805   December 11, 2014
(Updated: December 11, 2014)
4.0
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Volatile Times: Should You Adjust Your Allocation?
Webinars
kenb805kenb805   November 13, 2014
(Updated: November 13, 2014)
4.0
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Good. Some new information to think about.

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Fritz Meyer Economic And Investment Update, September 2014
Webinars
kenb805kenb805   September 08, 2014
(Updated: September 08, 2014)
4.0
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Fritz Meyer's Third Quarter Roundup On Economics And Investments -- Two CE Credits
Webinars
kenb805kenb805   July 07, 2014
(Updated: July 07, 2014)
4.0
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75 Ways To Generate Tax-Alpha (Part 2) (Two CE credits)*
Webinars
kenb805kenb805   June 26, 2014
(Updated: June 26, 2014)
3.0
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The Safe Retirement Withdrawal Rate Problem: A Simple, New Approach
Webinars
kenb805kenb805   February 06, 2014
(Updated: February 06, 2014)
4.0
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Good. Software not detailed enough for me. Taxes can be a large future expense.

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Tax-Sensitive Retirement-Income Withdrawal Strategies
Webinars
kenb805kenb805   November 25, 2013
(Updated: November 25, 2013)
3.0
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Too much material for short amount of time.

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Index Versus Actively-Managed Fund Portfolios; Results Of A Study For Long-Term Investors
Webinars
kenb805kenb805   October 31, 2013
(Updated: October 31, 2013)
3.0
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Taxation Of REITs, MLPs, Oil & Gas, And Real Estate
Webinars
kenb805kenb805   October 24, 2013
(Updated: October 24, 2013)
4.0
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Bob covered the material quickly and effectively. Very good.

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What's Your RIA Worth?
Webinars
kenb805kenb805   October 10, 2013
(Updated: October 10, 2013)
3.0
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Same Economics, Different Taxes: Opportunities For Generating After-Tax Alpha
Webinars
kenb805kenb805   September 19, 2013
(Updated: September 19, 2013)
3.0
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Fritz Meyer Economic And Investment Update, September 2013
Webinars
kenb805kenb805   September 09, 2013
(Updated: September 09, 2013)
3.0
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Fritz Meyer Economic And Investment Update, August 2013
Webinars
kenb805kenb805   August 12, 2013
(Updated: August 12, 2013)
4.0
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Fritz Meyer Economic & Investment Update, July 2013
Webinars
kenb805kenb805   July 08, 2013
(Updated: July 08, 2013)
4.0
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Fritz Meyer Economic & Investment Update, June 2013
Webinars
kenb805kenb805   June 10, 2013
(Updated: June 10, 2013)
3.0
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Document Management Software For RIAs: Why You Need It And How To Implement It
Webinars
kenb805kenb805   June 06, 2013
(Updated: June 06, 2013)
4.0
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48 results - showing 1 - 25  
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