Reviews written by cubby

Inflation, Returns, And Portfolio Management

Webinars

cubby May 24, 2017
(Updated: May 24, 2017)

4.0
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Fritz Meyer Economic Update, May 2017

Webinars

cubby May 08, 2017
(Updated: May 08, 2017)

5.0
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Great as always

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

Webinars

cubby April 10, 2017
(Updated: April 10, 2017)

5.0
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Fritz Meyer Economic Update, March 2017

Webinars

cubby March 13, 2017
(Updated: March 13, 2017)

5.0
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Awesome!

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Portfolio Survival With A Fixed Or CPI-Indexed COLA, Or RMD-Based Withdrawals

Webinars

cubby February 22, 2017
(Updated: February 22, 2017)

5.0
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Liked it, question - is there a way for a annuity investment in portfolio to be illustrated in to this software program?

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Fritz Meyer Economic Update, February 2017

Webinars

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

5.0
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Great

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Limitations Of Popular Financial Planning Software Applications For Professionals

Webinars

cubby February 07, 2017
(Updated: February 07, 2017)

3.0
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Smart Beta: Useful Or Not?

Webinars

cubby December 13, 2016
(Updated: December 13, 2016)

5.0
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Gotta say this, in a lot of the webinars question #3 does not have any relevance, so why not have a "N/A" option?

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Fritz Meyer Economic Update, December 2016

Webinars

cubby December 12, 2016
(Updated: December 12, 2016)

5.0
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Fritz Meyer Economic Update, November 2016

Webinars

cubby November 07, 2016
(Updated: November 07, 2016)

5.0
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Designing Portfolios For Accumulation And Distribution Lifecycles

Webinars

cubby October 26, 2016
(Updated: October 26, 2016)

5.0
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Fritz Meyer Economic Update, August 2016

Webinars

cubby August 08, 2016
(Updated: August 08, 2016)

4.0
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Technology, Financial Professionals, And Client Engagement

Webinars

cubby February 18, 2016
(Updated: February 18, 2016)

4.0
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Fritz Meyer Economic And Investment Update, February 2016

Webinars

cubby February 08, 2016
(Updated: February 08, 2016)

5.0
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Positioning And Delivering Retirement Income With Clients

Webinars

cubby July 23, 2015
(Updated: July 23, 2015)

4.0
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Fritz Meyer's 3Q2015 Analysis Webinar -- Two CE Credits

Webinars

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

4.0
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Virtual Desktops For Financial Advisors

Webinars

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

5.0
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2015 Tax Traps, Tips, And Tricks For Investment Advisers

Webinars

cubby February 26, 2015
(Updated: February 26, 2015)

5.0
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How To Run An RIA Utilizing Tax-Efficient Investment Techniques

Webinars

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

4.0
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Tax Reporting On Stock Compensation Earned In 2014

Webinars

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

4.0
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With most tax related webinars the material covered is intensive and time too short. I believe that the greatest service rendered by this type of webinar to the practioner...

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The Investment Accident Waiting To Happen

Webinars

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

4.0
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Great, have some questions

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Fritz Meyer's 1Q2015 Analysis Webinar -- Two CE Credits

Webinars

cubby January 12, 2015
(Updated: January 12, 2015)

4.0
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Volatile Times: Should You Adjust Your Allocation?

Webinars

cubby November 13, 2014
(Updated: November 13, 2014)

4.0
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Lay terms, easy to understand, hardly know he was PHD - they usually like to flaunt there academics and intellectual capability.

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Fritz Meyer, Live From IMPACT In Denver, Reviews Bernanke's Speech And Investment Sessions

Webinars

cubby November 06, 2014
(Updated: November 06, 2014)

5.0
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Every time you couple with Fritz it's awesome! Maybe for some us who would like to have Fritz do a client event but due to monetary limitations could consider a...

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Fritz Meyer's 4Q2014 Analysis Webinar -- Two CE Credits

Webinars

cubby October 13, 2014
(Updated: October 13, 2014)

5.0
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-

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