Reviews written by daniell217

12 results - showing 1 - 12  
 
 
The Coronavirus Crisis, Managing Cash, And Rebalancing
Webinars
daniell217daniell217   March 25, 2020
Rating 
 
 
7.0
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Fritz Meyer Economic Update, February 2020
Webinars
daniell217daniell217   February 10, 2020
Rating 
 
 
10.0

Great, concise economic brief

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Fritz Meyer Quarterly Economic Update, January 2020 (Two Credits)
Webinars
daniell217daniell217   January 13, 2020
Rating 
 
 
10.0
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Fritz Meyer Economic Update, December 2019
Webinars
daniell217daniell217   December 09, 2019
Rating 
 
 
5.0

As ususal, Fritz does a great job of providing a LOT of information effectively in a small amount of time. Fritz is the reason I have my...

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Roth IRAs Transformed By New Tax Rules & Low Rates
Webinars
daniell217daniell217   November 20, 2019
Rating 
 
 
5.0

Tax planning theory is only that unless it can be put into practice. I would recommend including at least some way to put this into practice, such as suggesting...

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Asset Class Performance Shifts Since 1970
Webinars
daniell217daniell217   November 18, 2019
Rating 
 
 
5.0

Good review.

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Fritz Meyer Economic Update, November 2019
Webinars
daniell217daniell217   November 11, 2019
Rating 
 
 
5.0

Always good to listen to Fritz. Even if he repeats his topics. : ) That's okay. He's a great unbiased resource and it's nice to hear a perspective...

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Illustrating The Key Determinants Of Investment Success
Webinars
daniell217daniell217   October 30, 2019
Rating 
 
 
4.0
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A New Credential For Investment Fiduciaries From A Founding Father Of The Fiduciary Movement
Webinars
daniell217daniell217   October 13, 2011
(Updated: October 13, 2011)
Rating 
 
 
5.0

good info.

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Fritz Meyer's Economic Update And Investment Outlook For October 2011
Webinars
daniell217daniell217   October 10, 2011
(Updated: October 10, 2011)
Rating 
 
 
5.0

I usually have problems getting the survey page to pop up once the webinar is over, this time it popped up twice. ???

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Crucial Concepts In Prudent Asset Allocation
Webinars
daniell217daniell217   May 12, 2011
(Updated: May 12, 2011)
Rating 
 
 
4.0

Another good webinar. I like that Andrew handles the questions, both from advisors and his own.

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May 2011 Economy Update From Fritz Meyer
Webinars
daniell217daniell217   May 09, 2011
(Updated: May 09, 2011)
Rating 
 
 
5.0

A lot of information to digest.

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12 results - showing 1 - 12