Reviews written by Swissboy

Positioning And Delivering Retirement Income With Clients

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Swissboy July 23, 2015
(Updated: July 23, 2015)

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Mid-Year Compliance Self-Test For RIAs

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Swissboy July 16, 2015
(Updated: July 16, 2015)

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very informative

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Fritz Meyer Economic And Investment Update, May 2015

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Swissboy May 11, 2015
(Updated: May 11, 2015)

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Tax Reporting On Stock Compensation Earned In 2014

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Swissboy February 12, 2015
(Updated: February 12, 2015)

3.0
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too much info in a very short time - Bruce went too fast given very complex nature of topic

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How Advisors Can Encourage Good Behavior In Retirement Investors

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Swissboy August 21, 2014
(Updated: August 21, 2014)

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some of the best research in retirement planning

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Making Your RIA GIPS® Compliant

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Swissboy June 05, 2014
(Updated: June 05, 2014)

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The Psychology Of Risk: The Behavioral Finance Perspective

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Swissboy February 27, 2014
(Updated: February 27, 2014)

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very informative

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With A Correction Upon Us, Fritz Meyer Economic And Investment Update; February 2014

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Swissboy February 10, 2014
(Updated: February 10, 2014)

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With Interest Rates Expected To Rise, Should You Avoid Bonds?

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Swissboy January 24, 2013
(Updated: January 24, 2013)

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