Reviews written by rickd519

Low rating on time allotted because the entire class ran to 5:18 Eastern - a full 30% longer than advertised. However, it is interesting to see how some concepts that...

Prefer to take it live, because the questions (which you are required to get right on the taped version) tends to come before the answers in the presentation and/or as...

Great material. Could have easily been 90 minutes for 1.5 credits to allow for discussion!

This is a great series! keep it up.

Useful topic and interesting way to think about customer relationships.

Having heard both Fritz Meyer and Craig Israelson (sp?) many times over the last 12 months, I'd love to have a session in which both only present for 15 minutes...

Interesting concept, can't wait for the whole series.

The participant question regarding the range of wealth for which a particular options (CRT) is useful represents the thing that is missing in this presentation - an identification of who...

start up difficulties made it a bit dodgy

Very well done and a solid comparison. Only "nit picking" issue has to do with the conclusion for the results of the EAFE agains the international growth portfolios - clearly...

I'd recommend to Robert to re-frame his education perspective - instead of starting with the tax code, start with our clients in mind. The examples are great because they do...

Always interesting to hear Fritz take on valuation

Appreciate the insight, but it doesn't seem (given the possibility of retroactive enactment) that we get too much by trying to figure out what will happen. Perhaps a better use...

As always, rather interesting. Obviously, Fritz is still bullish, it would be a dream to see a panel with Fritz and someone much more bearish having a discussion, as I...

Too much time on the restaurant provisions. You obviously know your audience better than I do, but I'd imagine not very relevant for most.

I really appreciate the webinar. Would it be possible for you to budget 1.5 hours, so you can fit in questions? Could that also result in 1.5 CE credits?...

Very well done and good comparison of fixed approaches. Lots of press lately about variable / hybrid approaches, but of course those would be virtually impossible to model. Also really...

Informative, and interesting to see Fritz remains bullish.

We obviously needed more time for this, including the discussion.

Could have been clearer on WHO will be impacted by the changes. For example, much of the discussion around CRTs are (probably, if I understood correctly) only applicable for people...

Very insightful. I wonder why Fritz does not make the logical conclusion that given Wall Street's "best" analysts can't predict future performance on sectors, the best strategy for individual investors...