Reviews written by Txrebel

Year-End Tax Planning Strategies For 2014

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

5.0
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Fritz Meyer Economic And Investment Update, September 2014

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

5.0
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Strategic Tax Planning For Large IRAs

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Txrebel August 14, 2014
(Updated: August 14, 2014)

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LinkedIn For RIAs, Ninja-Style

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Txrebel July 24, 2014
(Updated: July 24, 2014)

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Great session

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What Every Advisor Needs To Know About Self-Directed IRAs

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Txrebel July 17, 2014
(Updated: July 17, 2014)

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Very interesting subject

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75 Ways To Generate Tax-Alpha (Part 3) (Two CE credits)*

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Txrebel July 10, 2014
(Updated: July 10, 2014)

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

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

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

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

5.0
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Great webinar!

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Making Your RIA GIPS® Compliant

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Txrebel June 05, 2014
(Updated: June 05, 2014)

4.0
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75 Ways To Generate Tax-Alpha (Part 1) (Two CE credits)*

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

5.0
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Great Program!

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SEC's New RIA Guidance On Social Media

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Txrebel May 08, 2014
(Updated: May 08, 2014)

4.0
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Bracket Management And Tax-Aware Investing

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

5.0
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Fritz Meyer Economic And Investment Update, April 2014

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

5.0
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Inflation And Asset Performance

Webinars

Txrebel April 03, 2014
(Updated: April 03, 2014)

4.0
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Fritz Meyer Economic And Investment Update, March 2014

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

5.0
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An Advisor's Guide To The Proper Use Of Life Insurance

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Txrebel February 20, 2014
(Updated: February 20, 2014)

4.0
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Fritz Meyer Economic And Investment Update, January 2014

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Txrebel January 13, 2014
(Updated: January 13, 2014)

5.0
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3.8% Surtax On Net Investment Income: The Final Regs

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Txrebel December 19, 2013
(Updated: December 19, 2013)

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Fritz Meyer Economic And Investment Update, December 2013

Webinars

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

5.0
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The Problem Of Chasing Performance

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

4.0
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Fritz Meyer Economic And Investment Update, November 2013

Webinars

Txrebel November 11, 2013
(Updated: November 11, 2013)

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

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

5.0
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Andy needs to wait until after the PowerPoint slide is shown before asking a poll question that is on that slide.

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What's Your RIA Worth?

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

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Strategic Alliances With Accountants And Attorneys

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Txrebel October 03, 2013
(Updated: October 03, 2013)

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