Reviews written by mikem763

Key Concepts For Fiduciaries In Designing Low-Expense Portfolios

Webinars

mikem763 May 27, 2020

Rating

10.0

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Coronavirus Tax Relief: New Rules For Tapping Retirement Plans And IRAs

Webinars

mikem763 May 20, 2020

Rating

10.0

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Correcting Misleading Portfolio Illustrations Consumers Often Face

Webinars

mikem763 April 29, 2020

Rating

10.0

Craig always does an outstanding job

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Opportunities Post-Correction, And Amid Low Interest Rates

Webinars

mikem763 March 11, 2020

Rating

10.0

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Craig Israelsen's February Webinar

Webinars

mikem763 February 19, 2020

Rating

10.0

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Giving Retirement Clients Facts And Reasons For Hope

Webinars

mikem763 February 19, 2020

Rating

10.0

Outstanding

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Roth IRA Conversion Is Suddenly A High-Value Mass Affluent Tactic

Webinars

mikem763 February 12, 2020

Rating

10.0

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Fritz Meyer Quarterly Economic Update, January 2020 (Two Credits)

Webinars

mikem763 January 13, 2020

Rating

10.0

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Tax And Estate Planning For IRAs After The SECURE Act

Webinars

mikem763 January 08, 2020

Rating

10.0

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Fritz Meyer Economic Update, December 2019

Webinars

mikem763 December 09, 2019

Rating

5.0

Outstanding as always

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Roth IRAs Transformed By New Tax Rules & Low Rates

Webinars

mikem763 November 20, 2019

Rating

5.0

great presentation

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Fritz Meyer Economic Update, November 2019

Webinars

mikem763 November 11, 2019

Rating

5.0

Outstanding as usual

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Illustrating The Key Determinants Of Investment Success

Webinars

mikem763 October 30, 2019

Rating

5.0

Outstanding material today

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Talking With Clients About The Next Bear Market

Webinars

mikem763 August 28, 2019

Rating

5.0

Outstanding as Craig always is

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Fritz Meyer Economic Update, August 2019

Webinars

mikem763 August 12, 2019

Rating

5.0

Fritz is outstanding

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Fritz Meyer Economic Update, June 2019

Webinars

mikem763 June 10, 2019

Rating

5.0

Always great

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Fritz Meyer Economic Update, May 2019

Webinars

mikem763 May 13, 2019

Rating

5.0

Fritz is always great

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Country- And Region-Specific Foreign ETFs Beyond EAFE

Webinars

mikem763 April 24, 2019

Rating

5.0

Interesting to see correlations and returns separately and combined with S&P 50/50

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College Funding CE For Financial Planners And IAs

Webinars

mikem763 March 20, 2019

Rating

5.0

great, extremely informative in an area I don't do a lot of work in

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Annual Update On Performance Characteristics Of Asset Classes And Portfolios

Webinars

mikem763 January 30, 2019

Rating

5.0

Always get nuggets of helpful insight from Craig every time I listen.

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Fritz Meyer Breaking News CE Webinar: Bear Market 2018

Webinars

mikem763 December 25, 2018

Rating

5.0

always good; timeliness of this was great

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Fritz Meyer Economic Update, December 2018

Webinars

mikem763 December 10, 2018

Rating

5.0

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With Stock Market Volatility Higher, What Can You Expect?

Webinars

mikem763 November 28, 2018

Rating

5.0

Always learn from Dr. Israelsen

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Defining A Fiduciary-Level Of Diversification

Webinars

mikem763 May 25, 2016
(Updated: May 25, 2016)

Rating

5.0

Craig always does a great job

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Advisors No Longer Should Ignore Google+

Webinars

mikem763 May 21, 2015
(Updated: May 21, 2015)

Rating

5.0

Would attend more of Robert's presentations.

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