Reviews written by Mendota

Investment Basics For Advisors To Teach Prospects And Clients

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Mendota August 24, 2016
(Updated: August 24, 2016)

5.0
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great tools and commentary

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Performance And Risk Metrics For Clients

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Mendota July 27, 2016
(Updated: July 27, 2016)

5.0
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Fritz Meyer's 2Q 2016 Economic Roundup (Two credits)

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Mendota July 11, 2016
(Updated: July 11, 2016)

5.0
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Fritz Meyer Economic And Investment Update, May 2016

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Mendota May 09, 2016
(Updated: May 09, 2016)

5.0
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A Financial Advisor's Guide To College Funding

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Mendota May 05, 2016
(Updated: May 05, 2016)

4.0
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Fritz Meyer's 1Q2016 Roundup (2 CPE credits)

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

4.0
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Retirement Portfolios Rated For Survivability Over 56 Rolling 35-Year Periods

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Mendota March 23, 2016
(Updated: March 23, 2016)

5.0
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2016 Tax Planning Opportunities And Traps For Investment Advisors

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Mendota February 25, 2016
(Updated: February 25, 2016)

4.0
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Lessons From 46-Years Of Monthly Returns

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Mendota February 24, 2016
(Updated: February 24, 2016)

5.0
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Preparing 1040s: What Financial Advisors Must Know (2 CE credits)

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Mendota January 28, 2016
(Updated: January 28, 2016)

4.0
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OK - not as useful for someone with moderately good tax knowledge

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Practice Strategies For Financial Planners

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Mendota December 17, 2015
(Updated: December 17, 2015)

4.0
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Fritz Meyer Economic And Investment Update, December 2015

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

5.0
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Retirement Portfolio Design

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Mendota October 22, 2015
(Updated: October 22, 2015)

5.0
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excellent

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Mid-Year Compliance Self-Test For RIAs

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Mendota July 16, 2015
(Updated: July 16, 2015)

5.0
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excellent

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

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

5.0
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very good

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Fritz Meyer Economic And Investment Update, June 2015

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Mendota June 08, 2015
(Updated: June 08, 2015)

5.0
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Fritz Meyer's 2Q2015 Analysis Webinar -- Two CE Credits

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

5.0
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very informative

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Virtual Desktops For Financial Advisors

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

4.0
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very good

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How To Run An RIA Utilizing Tax-Efficient Investment Techniques

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

5.0
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I also may have missed last question - I was just hitting - Yes as it was for high appreciated investment returns - are they optimized in a Roth or...

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Tax Reporting On Stock Compensation Earned In 2014

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

3.0
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good but presented much too fast - should slow speed by half even if need to cut out some content areas.

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

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

4.0
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good

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The Investment Accident Waiting To Happen

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

5.0
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excellent

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

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

5.0
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very good

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Protecting Your RIA From Cyber Threats

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Mendota December 04, 2014
(Updated: December 04, 2014)

5.0
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great

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