Reviews written by mariorhernandez

53 results - showing 1 - 25 1 2 3 Results per page:
 
Deploying Your Own Private Cloud (Event)
 

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Good general information, but was somewhat technical. Did not understand a number of terms used.
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 4.0
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mariorhernandez Reviewed by mariorhernandez
May 17, 2013

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Last updated: May 17, 2013
 
Fritz Meyer's Monthly Economic Update And Investment Outlook For May 2013 (Event)
 

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Good information.
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 4.0
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mariorhernandez Reviewed by mariorhernandez
May 14, 2013

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Last updated: May 14, 2013
 
From Efficient To Effective: Building A Multi-Asset Portfolio (Event)
 

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Good presentation.
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 4.0
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mariorhernandez Reviewed by mariorhernandez
May 10, 2013

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Last updated: May 10, 2013
 
Income Shifting With Trusts & Partnerships (Event)
 

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Good information
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 4.0
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mariorhernandez Reviewed by mariorhernandez
May 03, 2013

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Last updated: May 03, 2013
 
Fritz Meyer's Monthly Economic Update And Investment Outlook For April 2013 (Event)
 

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Excellent economic and market update.
Rating:
 
 4.0
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mariorhernandez Reviewed by mariorhernandez
April 09, 2013

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Last updated: April 09, 2013
 
Keebler’s Analysis Of 2013 Tax Planning Opportunities (Event)
 

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Good presentation
Rating:
 
 4.0
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mariorhernandez Reviewed by mariorhernandez
March 01, 2013

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Last updated: March 01, 2013
 
A New Approach To Safe Retirement Withdrawal Rates (Event)
 

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Very interesting research.
Rating:
 
 5.0
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mariorhernandez Reviewed by mariorhernandez
February 15, 2013

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Last updated: February 15, 2013
 
Fritz Meyer's Monthly Economic Update And Investment Outlook For February 2013 (Event)
 

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Excellent economic update.
Rating:
 
 5.0
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mariorhernandez Reviewed by mariorhernandez
February 12, 2013

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Last updated: February 12, 2013
 
Data Security For Financial Advisors (Event)
 

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Excellent webinar on security to use to protect client data and computer systems.
Rating:
 
 5.0
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mariorhernandez Reviewed by mariorhernandez
February 08, 2013

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Last updated: February 08, 2013
 
Keebler On 2013 Tax Law Changes (Event)
 

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Excellent review of the tax changes.
Rating:
 
 5.0
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mariorhernandez Reviewed by mariorhernandez
January 14, 2013

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Last updated: January 14, 2013
 
Fritz Meyer's Economic Update And Investment Outlook For January 2013 (Event)
 

0 of 0 people found the following review helpful
Excellent economic update.
Rating:
 
 5.0
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mariorhernandez Reviewed by mariorhernandez
January 08, 2013

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Last updated: January 08, 2013
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For December 2012 (Event)
 

0 of 0 people found the following review helpful
Excellent economic update.
Rating:
 
 5.0
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mariorhernandez Reviewed by mariorhernandez
December 11, 2012

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Last updated: December 11, 2012
 
10 Common Questions About Taxation Now (Event)
 

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Excellent tax update!
Rating:
 
 4.0
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mariorhernandez Reviewed by mariorhernandez
December 07, 2012

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Last updated: December 07, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For November 2012 (Event)
 

0 of 0 people found the following review helpful
Very good interpretation of the ecnomic data.
Rating:
 
 4.0
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mariorhernandez Reviewed by mariorhernandez
November 13, 2012

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Last updated: November 13, 2012
 
Portfolio Design, Asset-Class Performance And Correlations And Rebalancing (Event)
 

0 of 0 people found the following review helpful
Excellent presentation. Compelling concept.
Rating:
 
 5.0
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mariorhernandez Reviewed by mariorhernandez
November 09, 2012

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Last updated: November 09, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For October 2012 (Event)
 

0 of 0 people found the following review helpful
Excellent presentation and charts!
Rating:
 
 5.0
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mariorhernandez Reviewed by mariorhernandez
October 09, 2012

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Last updated: October 09, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For September 2012 (Event)
 

0 of 0 people found the following review helpful
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Rating:
 
 4.0
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mariorhernandez Reviewed by mariorhernandez
September 11, 2012

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Last updated: September 11, 2012
 
Year End Income Tax Planning (Event)
 

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Rating:
 
 4.0
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mariorhernandez Reviewed by mariorhernandez
September 07, 2012

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Last updated: September 07, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For August 2012 (Event)
 

0 of 0 people found the following review helpful
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Rating:
 
 5.0
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mariorhernandez Reviewed by mariorhernandez
August 14, 2012

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Last updated: August 14, 2012
 
Understanding The 3.8% Excise Tax (Event)
 

0 of 0 people found the following review helpful
Excellent presentation and material.
Rating:
 
 5.0
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mariorhernandez Reviewed by mariorhernandez
August 03, 2012

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Last updated: August 03, 2012
 
How An RIA Garnered $110 Million AUM In Two Years Using Mindmaps (Event)
 

0 of 0 people found the following review helpful
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Rating:
 
 4.0
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mariorhernandez Reviewed by mariorhernandez
July 27, 2012

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Last updated: July 27, 2012
 
How Can Fiduciaries Protect Clients From Overpaying For Life Insurance? (Event)
 

0 of 0 people found the following review helpful
Interesting concept. Might be useful for a futue client case.
Rating:
 
 4.0
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mariorhernandez Reviewed by mariorhernandez
July 13, 2012

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Last updated: July 13, 2012
 
How Can Fiduciaries Protect Clients From Overpaying For Life Insurance? (Event)
 

0 of 0 people found the following review helpful
Interesting concept. Might be useful for a futue client case.
Rating:
 
 4.0
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mariorhernandez Reviewed by mariorhernandez
July 13, 2012

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Last updated: July 13, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For July 2012 (Event)
 

0 of 0 people found the following review helpful
Excellent economic update.
Rating:
 
 5.0
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mariorhernandez Reviewed by mariorhernandez
July 10, 2012

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Last updated: July 10, 2012
 
Where Has The Financial Advice Profession Gone Wrong? (Event)
 

0 of 0 people found the following review helpful
I thought it was refreshing to hear a different perspective regarding the industry. It was also helpful to hear about things that advisors should do to be successful.
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 5.0
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mariorhernandez Reviewed by mariorhernandez
June 29, 2012

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Last updated: June 29, 2012
 
53 results - showing 1 - 25 1 2 3 Results per page:
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