Reviews written by alexb919

Monthly Economic Update And Investment Outlook From Fritz Meyer For September 2012

Webinars

alexb919 September 10, 2012
(Updated: September 10, 2012)

5.0
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NaviPlan Select

Financial Planning

alexb919 July 05, 2012

Overall rating

3.2

Company

4.0

Interface

4.0

Integration

3.0

Pricing

3.0

Monte Carlo Simulation

2.0

Taxes

2.0

Asset Allocation

4.0

LTC-College Planning

2.0

Estate Planning

5.0

Great at crunching numbers but lacks in client implementation tool.

Better than most but still lacking as a tool that you can sell from.

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Where Has The Financial Advice Profession Gone Wrong?

Webinars

alexb919 June 28, 2012
(Updated: June 28, 2012)

4.0
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It's nice to see what the top dog thinks.

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Panic Protection: Fritz Meyer’s Monthly Economic Update For June 2012

Webinars

alexb919 June 07, 2012
(Updated: June 07, 2012)

5.0
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Panic Protection: Fritz Meyer’s Monthly Economic Update For June 2012

Webinars

alexb919 June 07, 2012
(Updated: June 07, 2012)

5.0
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The Rise And Fall Of The 4% Withdrawal Rate Rule On Retirement Portfolios

Webinars

alexb919 May 17, 2012
(Updated: May 17, 2012)

4.0
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Minimizing Taxation Of Incentive Stock Options And Non-Qualified Stock Options

Webinars

alexb919 April 12, 2012
(Updated: April 12, 2012)

5.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For April 2012

Webinars

alexb919 April 09, 2012
(Updated: April 09, 2012)

5.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For March 2012

Webinars

alexb919 March 12, 2012
(Updated: March 12, 2012)

5.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For February 2012

Webinars

alexb919 February 13, 2012
(Updated: February 13, 2012)

5.0
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Assessing Major Risks To Retirement Plans

Webinars

alexb919 February 09, 2012
(Updated: February 09, 2012)

3.0
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I think the tool that he used in order to provide those scenarios is very cool.

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Income & Estate Tax Strategies For The Year

Webinars

alexb919 February 02, 2012
(Updated: February 02, 2012)

4.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For December 2011

Webinars

alexb919 December 12, 2011
(Updated: December 12, 2011)

5.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For November 2011

Webinars

alexb919 November 07, 2011
(Updated: November 07, 2011)

5.0
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Year-End Tax Planning For Financial Advisors

Webinars

alexb919 October 27, 2011
(Updated: October 27, 2011)

4.0
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Great information, but the amount of information makes the pace a little too quick.

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Study: Long-Term Bond Fund Investors Perform Better Than Expected In A Period Of Rising Rates

Webinars

alexb919 August 04, 2011
(Updated: August 04, 2011)

5.0
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Good timely information

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Harold Evensky On What's New In Wealth Management

Webinars

alexb919 July 28, 2011
(Updated: July 28, 2011)

4.0
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Good info but some went by pretty quickly.

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An Updated Approach To Goal-Driven Investing

Webinars

alexb919 June 09, 2011
(Updated: June 09, 2011)

3.0
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Great topic. Challenging to follow. Live demo would be great to see it in use.

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June 2011 Economy Update From Fritz Meyer

Webinars

alexb919 June 06, 2011
(Updated: June 06, 2011)

4.0
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Always great information that is very current

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May 2011 Economy Update From Fritz Meyer

Webinars

alexb919 May 09, 2011
(Updated: May 09, 2011)

5.0
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I appreciate the timely information. It's good to hear from an authority who's optimistic about the future.

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Modern Portfolio Theory Is Alive And Well And Here's How To Use It Right Now

Webinars

alexb919 February 17, 2011
(Updated: February 17, 2011)

5.0
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So much information in such a short period of time. Wish there was more time.

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Managing Email Overload: Tips From An Email Best-Practices Consultant

Webinars

alexb919 September 23, 2010
(Updated: September 23, 2010)

3.0
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Showing how to set up filters would be helpful.

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ETFs: The Good, Bad and Misunderstood

Webinars

alexb919 February 18, 2010
(Updated: February 18, 2010)

4.0
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Roth IRA Conversion Techniques

Webinars

alexb919 February 04, 2010
(Updated: February 04, 2010)

5.0
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The New Estate Planning Landscape

Webinars

alexb919 January 28, 2010
(Updated: January 28, 2010)

5.0
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