Reviews written by Ruth

43 results - showing 1 - 25 1 2 Results per page:
 
Fritz Meyer's Monthly Economic Update And Investment Outlook For May 2013 (Event)
 

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Ruth Reviewed by Ruth
May 14, 2013

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

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Always a great webinar!
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 5.0
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Ruth Reviewed by Ruth
April 09, 2013

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Last updated: April 09, 2013
 
Six Steps To Building A Practice For Succession - The Next Gen Way (Event)
 

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 4.0
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Ruth Reviewed by Ruth
March 15, 2013

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Last updated: March 15, 2013
 
Working With Women Of Wealth (Event)
 

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Good material. Great advice.
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 4.0
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Ruth Reviewed by Ruth
March 08, 2013

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Last updated: March 08, 2013
 
Keebler’s Analysis Of 2013 Tax Planning Opportunities (Event)
 

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 5.0
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Ruth Reviewed by Ruth
March 01, 2013

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Last updated: March 01, 2013
 
Fritz Meyer's Monthly Economic Update And Investment Outlook For February 2013 (Event)
 

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 5.0
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Ruth Reviewed by Ruth
February 12, 2013

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

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 5.0
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Ruth Reviewed by Ruth
February 08, 2013

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Last updated: February 08, 2013
 
Fritz Meyer's Economic Update And Investment Outlook For January 2013 (Event)
 

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Fritz does a great job!
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 5.0
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Ruth Reviewed by Ruth
January 08, 2013

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Last updated: January 08, 2013
 
MoneyGuidePro
Financial Planning
 

MoneyGuide Pro Review

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Money Guide Pro is a good program and it provides great input for mutual fund and Stock holdings. It integrates with Morningstar very well. However, bond positions are another matter.
Overall rating: 
 
 4.2
Company :
 
 5.0
Interface :
 
 5.0
Integration :
 
 5.0
Pricing :
 
 4.0
Monte Carlo Simulation :
 
 4.0
Taxes :
 
 4.0
Asset Allocation :
 
 5.0
LTC-College Planning :
 
 3.0
Estate Planning:
 
 3.0
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Ruth Reviewed by Ruth
January 07, 2013

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Monthly Economic Update And Investment Outlook From Fritz Meyer For December 2012 (Event)
 

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Always enjoy Fritz' talk. It calms my nerves and gives me fodder to calm my clients nerves!
Rating:
 
 5.0
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Ruth Reviewed by Ruth
December 11, 2012

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

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 5.0
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Ruth Reviewed by Ruth
December 07, 2012

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Last updated: December 07, 2012
 
Albridge Solutions
Portfolio Management
 

Albridge Review

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It's better than Investigo as far as reports go.
Overall rating: 
 
 3.8
Company:
 
 3.0
Technology Support:
 
 4.0
Reconcilliation:
 
 3.0
Financial Institution Interfaces:
 
 5.0
Reports:
 
 3.0
Fixed Income:
 
 4.0
Tax Lot Accounting:
 
 4.0
Trading:
 
 3.0
Integrations:
 
 5.0
Security:
 
 4.0
Hosting:
 
 4.0
Pricing:
 
 3.0
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Ruth Reviewed by Ruth
October 22, 2012

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3Q Tax Developments & Securities Transactions (Event)
 

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Bob is always great. He gives invaluable information.
Rating:
 
 5.0
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Ruth Reviewed by Ruth
October 05, 2012

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Last updated: October 05, 2012
 
Enter Into Social Media Marketing With Confidence (Event)
 

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Rating:
 
 4.0
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Ruth Reviewed by Ruth
September 21, 2012

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Last updated: September 21, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For September 2012 (Event)
 

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Fritz is always great and he's refreshing to hear after what we get in the news media.
Rating:
 
 5.0
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Ruth Reviewed by Ruth
September 11, 2012

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

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Fantastic ideas. Great job!
Rating:
 
 5.0
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Ruth Reviewed by Ruth
September 07, 2012

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Last updated: September 07, 2012
 
Panic Protection: Fritz Meyer’s Monthly Economic Update For June 2012 (Event)
 

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Rating:
 
 5.0
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Ruth Reviewed by Ruth
June 08, 2012

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Last updated: June 08, 2012
 
Panic Protection: Fritz Meyer’s Monthly Economic Update For June 2012 (Event)
 

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Rating:
 
 5.0
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Ruth Reviewed by Ruth
June 08, 2012

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Last updated: June 08, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For April 2012 (Event)
 

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Rating:
 
 5.0
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Ruth Reviewed by Ruth
April 10, 2012

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Last updated: April 10, 2012
 
Gresham's Model For A Healthy Relationship With Money (Event)
 

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Andy, you always do a great job of choosing speakers and topics for advisors.
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 5.0
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Ruth Reviewed by Ruth
March 23, 2012

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Last updated: March 23, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For February 2012 (Event)
 

0 of 0 people found the following review helpful
Always a great presentation from Fritz. Keep him presenting.
Rating:
 
 5.0
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Ruth Reviewed by Ruth
February 14, 2012

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Last updated: February 14, 2012
 
Income & Estate Tax Strategies For The Year (Event)
 

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Rating:
 
 5.0
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Ruth Reviewed by Ruth
February 03, 2012

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Last updated: February 03, 2012
 
How Wealth Managers Can Use Social Media To Boost Search Engine Rankings (Event)
 

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Rating:
 
 4.0
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Ruth Reviewed by Ruth
January 27, 2012

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Last updated: January 27, 2012
 
The 2012 401(k) Opportunity For Advisors: What's Changed, Why Now (Event)
 

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Rating:
 
 4.0
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Ruth Reviewed by Ruth
January 13, 2012

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Last updated: January 13, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For December 2011 (Event)
 

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Excellent Job as always. He helps to calm my fears.
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 5.0
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Ruth Reviewed by Ruth
December 13, 2011

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Last updated: December 13, 2011
 
43 results - showing 1 - 25 1 2 Results per page:
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