Reviews written by stephenw973

Year-End Tax Planning Strategies For 2014

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stephenw973 September 11, 2014
(Updated: September 11, 2014)

5.0
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Great

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Fritz Meyer Economic And Investment Update, September 2014

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stephenw973 September 08, 2014
(Updated: September 08, 2014)

5.0
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Great as usual

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Fritz Meyer's Third Quarter Roundup On Economics And Investments -- Two CE Credits

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stephenw973 July 07, 2014
(Updated: July 07, 2014)

5.0
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Too long but great info. Don't do this on a Fri

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75 Ways To Generate Tax-Alpha (Part 2) (Two CE credits)*

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stephenw973 June 26, 2014
(Updated: June 26, 2014)

5.0
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Great program

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75 Ways To Generate Tax-Alpha (Part 1) (Two CE credits)*

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stephenw973 May 28, 2014
(Updated: May 28, 2014)

5.0
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TO long

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Bracket Management And Tax-Aware Investing

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stephenw973 April 24, 2014
(Updated: April 24, 2014)

5.0
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Great presentation, thinking about the slides

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Applying Behavioral Finance Research To Mass-Affluent Financial Planning Engagements

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stephenw973 April 10, 2014
(Updated: April 10, 2014)

5.0
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Very interesting, I'l like to learn more about them

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Fritz Meyer Economic And Investment Update, April 2014

Webinars

stephenw973 April 07, 2014
(Updated: April 07, 2014)

5.0
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Great as usual

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Fritz Meyer Economic And Investment Update, March 2014

Webinars

stephenw973 March 10, 2014
(Updated: March 10, 2014)

5.0
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Wouldn't miss a presentation

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An Advisor's Guide To Restricted Stock And Trends In Equity Compensation

Webinars

stephenw973 March 06, 2014
(Updated: March 06, 2014)

5.0
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Great. I will follow up on mystockoptions

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With A Correction Upon Us, Fritz Meyer Economic And Investment Update; February 2014

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stephenw973 February 10, 2014
(Updated: February 10, 2014)

5.0
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Great as always

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2014 Compliance: Are You Ready For An Exam?

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stephenw973 January 09, 2014
(Updated: January 09, 2014)

5.0
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This is a topic that needs to be on the list more often.

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Fritz Meyer Economic And Investment Update, December 2013

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stephenw973 December 09, 2013
(Updated: December 09, 2013)

5.0
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-

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The Problem Of Chasing Performance

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stephenw973 November 21, 2013
(Updated: November 21, 2013)

4.0
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Cause for more thought and research

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Index Versus Actively-Managed Fund Portfolios; Results Of A Study For Long-Term Investors

Webinars

stephenw973 October 31, 2013
(Updated: October 31, 2013)

5.0
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Great webinar, it has created a lot of fuel for thought.

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What's Your RIA Worth?

Webinars

stephenw973 October 10, 2013
(Updated: October 10, 2013)

5.0
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Great

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Fritz Meyer Economic And Investment Update, September 2013

Webinars

stephenw973 September 09, 2013
(Updated: September 09, 2013)

5.0
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-

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Year-End Tax Planning Strategies

Webinars

stephenw973 August 15, 2013
(Updated: August 15, 2013)

5.0
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Great

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Fritz Meyer Economic And Investment Update, August 2013

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stephenw973 August 12, 2013
(Updated: August 12, 2013)

5.0
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-

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Attributes Of Major Asset Classes And Associated Behavioral Finance Issues

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stephenw973 July 18, 2013
(Updated: July 18, 2013)

4.0
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Ok, just confirms what we already think

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Fritz Meyer Economic & Investment Update, July 2013

Webinars

stephenw973 July 08, 2013
(Updated: July 08, 2013)

5.0
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great insight to what has been happening and what to expect

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Getting Clear About The Cloud For Advisors

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stephenw973 June 13, 2013
(Updated: June 13, 2013)

5.0
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Excellent ! Like to know more about his services

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Fritz Meyer's Monthly Economic Update And Investment Outlook For May 2013

Webinars

stephenw973 May 13, 2013
(Updated: May 13, 2013)

5.0
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Need to try to end by 5pm

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From Efficient To Effective: Building A Multi-Asset Portfolio

Webinars

stephenw973 May 09, 2013
(Updated: May 09, 2013)

4.0
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To much time reviewing the slides

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Fritz Meyer's Monthly Economic Update And Investment Outlook For February 2013

Webinars

stephenw973 February 11, 2013
(Updated: February 11, 2013)

5.0
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as good as always

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