Reviews written by marcs713

Financial Counseling Under Stressful Conditions; May 2022 Certified Financial Counselor Update (Class 1 of 4)

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marcs713 May 31, 2022

10
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Great!

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Taxation of Investments: An Overview

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marcs713 May 25, 2022

10
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Good

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Large-IRA Tax & Financial Planning Strategies; Robert Keebler, March 2022

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marcs713 March 16, 2022

10
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good

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Top Tax And Financial Planning Ideas For 2022, Robert Keebler's January 2022 CE Class

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marcs713 January 12, 2022

10
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Good

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Applying Financial Psychology In Current Conditions (1 Credit)

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marcs713 October 05, 2021

10
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awesome

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Financial Counseling Course Review & Implementation (1 Credit)

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marcs713 September 28, 2021

10
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Great!

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Working With Couples And Families (1 Credit)

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marcs713 September 21, 2021

10
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Great

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Mental Health Issues And Financial Counseling (1 Credit)

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marcs713 September 14, 2021

10
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great

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Are Stocks Overpriced? Fritz Meyer Economic Update, September 2021

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marcs713 September 13, 2021

9.0
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Good

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Investor Personality Part 2 (1 Credit)

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marcs713 August 31, 2021

10
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Fantastic!

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Asset Class Rotation On And Off The Efficient Frontier, 2001-2020, Craig Israelsen's August CE Webinar

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marcs713 August 25, 2021

9.0
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why did you add energy as a separate asset category?

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Investor Personality (1 Credit)

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marcs713 August 24, 2021

10
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great

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Technical Tips And Traps Of 2021 Roth IRA Conversions

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marcs713 August 18, 2021

10
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Investor Identity (1 Credit)

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marcs713 August 17, 2021

8.0
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good

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Counseling Strategies And Techniques (1 Credit)

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marcs713 August 10, 2021

10
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great

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Trusts & Estates For Investment Advisors And Financial Planners

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marcs713 July 21, 2021

10
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fantastic

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Financial Counseling Introduction and Overview (1 Credit)

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marcs713 June 23, 2021

10
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Great

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2021 Wealth Transfer Planning Strategies For IRAs; Robert Keebler, Tax CE

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marcs713 June 16, 2021

10
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great

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Stock Market Bubble Fears; Fritz Meyer Economic Update, June 2021

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marcs713 June 07, 2021

8.0
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good

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Advisor Alpha In Actively Managed Non-US Equity Funds In Developed Economies

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marcs713 May 25, 2021

8.0
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ok

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Tracking The Recovery; Fritz Meyer Economic Update, May 2021

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marcs713 May 10, 2021

8.0
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2021 Tax Planning Continuing Professional Education

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marcs713 January 20, 2021

10
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good

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Paycheck Protection Program, Round II

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marcs713 December 22, 2020

10
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good

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Redesigning Portfolios Built For Accumulation To Work In The Decumulation Phase

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marcs713 December 15, 2020

5.0
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Obvious conclusions with funds most will never utilize.

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Continuing Education And News Analysis For Financial Planners

Webinars

marcs713 December 07, 2020

4.0
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16-19x earnings at PE over past 10 years. Now talking about 25x 2021 estimates. This represents 56% above low estimate range. Upside of only 16%. not...

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