Reviews written by msteele512

Fritz Meyer Economic Update, February 2017

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msteele512 February 13, 2017
(Updated: February 13, 2017)

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Fritz Meyer Quarterly Economic Update, January 2017 (Two Credits)

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msteele512 January 09, 2017
(Updated: January 09, 2017)

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Fritz Meyer's 3Q 2016 Economic Roundup – Two Credits

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msteele512 October 13, 2016
(Updated: October 13, 2016)

5.0
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Informative. Actionable.

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BREXIT Breaking News Coverage: A Review Of The MSCI EAFE And EM Indexes

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msteele512 June 29, 2016
(Updated: June 29, 2016)

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Tax-Efficient Retirement Income And Portfolio Drawdown Techniques

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msteele512 June 28, 2016
(Updated: June 28, 2016)

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Fritz Meyer Economic And Investment Update, June 2016

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msteele512 June 13, 2016
(Updated: June 13, 2016)

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Fritz Meyer's 1Q2016 Roundup (2 CPE credits)

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msteele512 April 11, 2016
(Updated: April 11, 2016)

5.0
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IRAs And Roth IRAs After A Client Dies

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msteele512 March 30, 2016
(Updated: March 30, 2016)

4.0
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Fritz Meyer Economic And Investment Update, March 2016

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msteele512 March 07, 2016
(Updated: March 07, 2016)

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2016 Global Market Outlook With Russell Investments

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msteele512 January 21, 2016
(Updated: January 21, 2016)

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Fritz Meyer's 4Q2015 Roundup (2 CPE credits)

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msteele512 January 11, 2016
(Updated: January 11, 2016)

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Fritz Meyer Economic And Investment Update, December 2015

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msteele512 December 07, 2015
(Updated: December 07, 2015)

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The information is well presented. Great resource for my practice. Look forward to the presentation each month!

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Fritz Meyer Economic And Investment Update, August 2015

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msteele512 August 10, 2015
(Updated: August 10, 2015)

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Very informative.

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Fritz Meyer's 3Q2015 Analysis Webinar -- Two CE Credits

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msteele512 July 13, 2015
(Updated: July 13, 2015)

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The Fed, Greece and Interest Rates: What's Next?

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msteele512 July 09, 2015
(Updated: July 09, 2015)

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Worthwhile

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IRAs, Roth IRAs And Investment Advisors

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msteele512 June 01, 2015
(Updated: June 01, 2015)

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Fritz Meyer Economic And Investment Update, May 2015

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msteele512 May 11, 2015
(Updated: May 11, 2015)

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Solid

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Everything A Financial Advisor Needs To Know About College Funding And Taxes

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msteele512 April 23, 2015
(Updated: April 23, 2015)

4.0
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Fritz Meyer's 2Q2015 Analysis Webinar -- Two CE Credits

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msteele512 April 13, 2015
(Updated: April 13, 2015)

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Great

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Virtual Desktops For Financial Advisors

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msteele512 April 09, 2015
(Updated: April 09, 2015)

3.0
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Tax Planning For Concentrated Low-Basis Positions, Options, And Margin Accounts

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msteele512 March 19, 2015
(Updated: March 19, 2015)

4.0
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How To Run An RIA Utilizing Tax-Efficient Investment Techniques

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msteele512 February 19, 2015
(Updated: February 19, 2015)

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Not long enough.

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Tax Reporting On Stock Compensation Earned In 2014

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msteele512 February 12, 2015
(Updated: February 12, 2015)

3.0
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A Detailed Guide To IRS Form 1040 For IA Reps (2 CE Credits)

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msteele512 January 22, 2015
(Updated: January 22, 2015)

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Excellent. Too much information for one event. If I purchase Bob's Slides, do they include the speaker notes associated with each slide?

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The Investment Accident Waiting To Happen

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msteele512 January 15, 2015
(Updated: January 15, 2015)

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reinforced key investing concepts

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