Reviews written by Wudnwun

17 results - showing 1 - 17  
 
 
Mid-Year Compliance Self-Test For RIAs
Webinars
WudnwunWudnwun   July 16, 2015
(Updated: July 16, 2015)
4.0
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Fritz Meyer's 2Q2015 Analysis Webinar -- Two CE Credits
Webinars
WudnwunWudnwun   April 13, 2015
(Updated: April 13, 2015)
5.0
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Fritz Meyer's 2Q2015 Analysis Webinar -- Two CE Credits
Webinars
WudnwunWudnwun   April 13, 2015
(Updated: April 13, 2015)
5.0
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An Advisor's Guide To Restricted Stock And Trends In Equity Compensation
Webinars
WudnwunWudnwun   March 06, 2014
(Updated: March 06, 2014)
5.0
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Another Friday another great topic

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The Psychology Of Risk: The Behavioral Finance Perspective
Webinars
WudnwunWudnwun   February 27, 2014
(Updated: February 27, 2014)
5.0
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great topic

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The Safe Retirement Withdrawal Rate Problem: A Simple, New Approach
Webinars
WudnwunWudnwun   February 06, 2014
(Updated: February 06, 2014)
5.0
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Creating Tax-Alpha In Today's Interest And Tax Rate Environment
Webinars
WudnwunWudnwun   January 27, 2014
(Updated: January 27, 2014)
5.0
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Measuring Diversification & Non-Market Beta: A Quantitative Approach To Driving Sustainable Returns
Webinars
WudnwunWudnwun   January 23, 2014
(Updated: January 23, 2014)
5.0
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I was reminded of some recent Craig Israelson presentation. Today's session seemed to take things one step further down the road.

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The New Ideas Changing Retirement Income Planning
Webinars
WudnwunWudnwun   January 16, 2014
(Updated: January 16, 2014)
5.0
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Terrific

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A Financial Planner's Guide To Energy Investing
Webinars
WudnwunWudnwun   December 05, 2013
(Updated: December 05, 2013)
5.0
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A Financial Advisor's Guide To College Admissions
Webinars
WudnwunWudnwun   November 14, 2013
(Updated: November 14, 2013)
5.0
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rather sobering statistics

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Fritz Meyer Economic And Investment Update, November 2013
Webinars
WudnwunWudnwun   November 11, 2013
(Updated: November 11, 2013)
5.0
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too much info or not enough time

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Index Versus Actively-Managed Fund Portfolios; Results Of A Study For Long-Term Investors
Webinars
WudnwunWudnwun   October 31, 2013
(Updated: October 31, 2013)
4.0
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Taxation Of REITs, MLPs, Oil & Gas, And Real Estate
Webinars
WudnwunWudnwun   October 24, 2013
(Updated: October 24, 2013)
5.0
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Same Economics, Different Taxes: Opportunities For Generating After-Tax Alpha
Webinars
WudnwunWudnwun   September 19, 2013
(Updated: September 19, 2013)
4.0
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Life & Disability Insurance; Six Current Case Studies
Webinars
WudnwunWudnwun   August 01, 2013
(Updated: August 01, 2013)
5.0
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I liked his format of getting right to the cases.

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New, Improved Methods For Optimizing Retirement Income
Webinars
WudnwunWudnwun   March 28, 2013
(Updated: March 28, 2013)
4.0
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fresh perspective

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17 results - showing 1 - 17