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Shifts In The Efficient Frontier Over The Decades
Aug 24, 2017How has the efficient frontier shifted over the decades? Craig Israelsen, PhD., demonstrates shifts in the efficient frontier...
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Robert Keebler's August Webinar
Aug 31, 2017As a leading educator of tax, legal and financial professionals, Robert Keebler will provide his latest tax analysis and...
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Fritz Meyer Economic Update, September 2017
Sep 12, 2017For incisive analysis of the latest economic numbers and investment fundamentals, please attend economist Fritz Meyer’s September...
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Fritz Meyer Economic Update, August 2017
The Dow broke 22,000 this week, and earnings are expected to rise 18% and 12% respectively in 2017 and 2018 -- far stronger than double the annual...
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Why You Must Discuss Asset Protection With Every Client, And What You Should Say
With fewer estates subject to tax, asset protection is more important. IA reps, especially CFPs, CPA/PFSs, CIMAs and insurance professionals...
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What's The Difference To Clients Between You And A Total Index Fund? Big Bucks!
This webinar shows advisors how to explain why "total" market index funds -- equity and bond -- are outperformed by advisors...
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Minimizing Estate Taxes Of UHNWIs
Minimizing estate taxes can save clients tens of thousands of dollars. Amid the patchwork of state and federal rules, low-rates and...
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Israelsen Reviews Inflation, Returns, And Portfolio Management Since 1970s -- 4.7 Stars
Dr. Craig Israelsen's presentation, "Inflation, Returns, And Portfolio Management," received 4.7-stars from attendees of the live...
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Tontines Are Coming, Someday
Tontines are coming, someday. That’s my hopeful takeaway from Tom Verde’s “When Others Die, Tontine Investors Win” in...
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CANNEX Announces a New Annuity Comparison Tool
CANNEX is a Canadian provider of financial product information and analysis. Last week it announced a new service that “provides an...
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Tapping Fritz Meyer's Brain To Give Clients Financial Wisdom
If you like Fritz Meyer, you might like transcripts of his presentations. You can use them to produce your own webinars, seminars, blog...
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Do You Know How Easy It Is To Share & Collaborate Using Office 365?
In the highly-regulated financial advice profession, independent advisors sharing ideas using Office 365 unlocks competitive advantages driven by...
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Would be great if the questions that come up for the live seminar for CPA credits could... - Downwardog on Everything An Investment Fiduciary...
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