Reviews written by wildes@a4a

Tax Planning After The Covid-19 Crash And Recovery Bill

Webinars

wildes@a4a April 01, 2020

Rating

10.0

Timely and vital information. Andy, Bob, Fritz and Craig do not know it, but they are among the most important people in my professional life. Beyond that, I...

Read Review Comments (0)

The Coronavirus Crisis, Managing Cash, And Rebalancing

Webinars

wildes@a4a March 25, 2020

Rating

10.0

Read Review Comments (0)

Opportunities Post-Correction, And Amid Low Interest Rates

Webinars

wildes@a4a March 11, 2020

Rating

10.0

Read Review Comments (0)

Craig Israelsen's February Webinar

Webinars

wildes@a4a February 19, 2020

Rating

10.0

Read Review Comments (0)

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

Webinars

wildes@a4a February 12, 2020

Rating

10.0

Read Review Comments (0)

Fritz Meyer Economic Update, February 2020

Webinars

wildes@a4a February 10, 2020

Rating

10.0

Read Review Comments (0)

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

Webinars

wildes@a4a January 13, 2020

Rating

10.0

I liked the new analysis of asset class performance (EAFE, Commodities and E.M.)

Read Review Comments (0)

Tax And Estate Planning For IRAs After The SECURE Act

Webinars

wildes@a4a January 08, 2020

Rating

10.0

Read Review Comments (0)

Fritz Meyer Economic Update, December 2019

Webinars

wildes@a4a December 09, 2019

Rating

5.0

Read Review Comments (0)

Fritz Meyer Economic Update, November 2019

Webinars

wildes@a4a November 11, 2019

Rating

5.0

A+++

Read Review Comments (0)

2019 Year-End Tax Planning Guidance For Investment Advisers

Webinars

wildes@a4a October 16, 2019

Rating

5.0

Read Review Comments (0)

Fritz Meyer Quarterly Economic Update, October 2019 (Two Credits)

Webinars

wildes@a4a October 07, 2019

Rating

5.0

Read Review Comments (0)

30 Common Types Of Trusts: Part 1

Webinars

wildes@a4a August 19, 2019

Rating

5.0

Bob gave the correct amount of detail on each trust for my purposes as a CFP.

Read Review Comments (0)

Fritz Meyer Economic Update, August 2019

Webinars

wildes@a4a August 12, 2019

Rating

5.0

Read Review Comments (0)

Managed Payout Income Replacement Funds vs Annuities

Webinars

wildes@a4a July 10, 2019

Rating

5.0

Useful research and illustrations. Craig makes the complicated understandable, especially for clients.

Read Review Comments (0)

Fritz Meyer Economic Update, June 2019

Webinars

wildes@a4a June 10, 2019

Rating

5.0

Read Review Comments (0)

Fritz Meyer Special Session On The Yield Curve

Webinars

wildes@a4a May 29, 2019

Rating

5.0

Read Review Comments (0)

Fritz Meyer Quarterly Economic Update, April 2019 (Two Credits)

Webinars

wildes@a4a April 08, 2019

Rating

5.0

Great

Read Review Comments (0)

Foreign, Commodities, Fritz Meyer And MPT

Webinars

wildes@a4a March 27, 2019

Rating

5.0

Super smart. Knows his topic inside out. Communicates very well. I trust him and what he says. Convincing data.

Read Review Comments (0)

Fritz Meyer Economic Update, March 2019

Webinars

wildes@a4a March 11, 2019

Rating

5.0

Terrific.

Read Review Comments (0)

Fritz Meyer Economic Update, February 2019

Webinars

wildes@a4a February 11, 2019

Rating

5.0

Dump international stocks!

Read Review Comments (0)

Fritz Meyer Quarterly Economic Update, January 2019 (Two Credits)

Webinars

wildes@a4a January 14, 2019

Rating

5.0

A+++

Read Review Comments (0)

Fritz Meyer Breaking News CE Webinar: Bear Market 2018

Webinars

wildes@a4a December 25, 2018

Rating

5.0

Appreciate that Fritz has very up to date, very detailed information and in great volume. Andy gets a 5.0 too for making today's timely webinar happen. ...

Read Review Comments (0)

Advanced Planning With Roth IRAs

Webinars

wildes@a4a December 12, 2018

Rating

5.0

Read Review Comments (0)

Fritz Meyer Economic Update, November 2018

Webinars

wildes@a4a November 19, 2018

Rating

5.0

Read Review Comments (0)