Reviews written by CUBICFL

29 results - showing 1 - 25  
 
 
Low Inflation, Rates Near Zero: Fritz Meyer Updates
Webinars
CUBICFLCUBICFL   May 11, 2020
Rating 
 
 
10.0
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Correcting Misleading Portfolio Illustrations Consumers Often Face
Webinars
CUBICFLCUBICFL   April 29, 2020
Rating 
 
 
10.0

Great material, enjoying using the Updated 35 Lifestyles software. Thanks!

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Fritz Meyer Quarterly Economic Update, April 2020 (One Credit)
Webinars
CUBICFLCUBICFL   April 13, 2020
Rating 
 
 
10.0
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Tax Planning After The Covid-19 Crash And Recovery Bill
Webinars
CUBICFLCUBICFL   April 01, 2020
Rating 
 
 
10.0

Great Insight and Clarity

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The Coronavirus Crisis, Managing Cash, And Rebalancing
Webinars
CUBICFLCUBICFL   March 25, 2020
Rating 
 
 
10.0

Great presentation! The Updated software is easy to use with clients. Thanks!

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Giving Retirement Clients Facts And Reasons For Hope
Webinars
CUBICFLCUBICFL   February 19, 2020
Rating 
 
 
10.0

Great review of Updated Software, Thanks!

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Fritz Meyer Economic Update, February 2020
Webinars
CUBICFLCUBICFL   February 10, 2020
Rating 
 
 
3.0

Good info

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Fritz Meyer Economic Update, February 2020
Webinars
CUBICFLCUBICFL   February 10, 2020
Rating 
 
 
10.0

Great Update!

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50-Year MPT Statistics Of A Diversified Portfolio Analyzed
Webinars
CUBICFLCUBICFL   January 29, 2020
Rating 
 
 
5.0

Excellent info! Nice updates

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Business Cycle & Fundamentals For FAs
Webinars
CUBICFLCUBICFL   January 22, 2020
Rating 
 
 
3.0

Good info

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Fritz Meyer Quarterly Economic Update, January 2020 (Two Credits)
Webinars
CUBICFLCUBICFL   January 13, 2020
Rating 
 
 
10.0

Excellent Info as always!

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Tax And Estate Planning For IRAs After The SECURE Act
Webinars
CUBICFLCUBICFL   January 08, 2020
Rating 
 
 
5.0

Excellent broad overview of the Tax changes, Easy to understand

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Showing Clients Retirement Portfolio Risk Variables
Webinars
CUBICFLCUBICFL   December 18, 2019
Rating 
 
 
5.0

Nice update to the software, looks easier to use. Appreciate being able to change expected returns!

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Fritz Meyer Economic Update, December 2019
Webinars
CUBICFLCUBICFL   December 09, 2019
Rating 
 
 
5.0

Great info, appreciate the updated figures

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2020 Financial & Tax Planning Practitioner Guidance
Webinars
CUBICFLCUBICFL   December 04, 2019
Rating 
 
 
5.0

Great presentation, Bob always makes it clear

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

Very Good

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2019 Year-End Tax Planning Guidance For Investment Advisers
Webinars
CUBICFLCUBICFL   October 16, 2019
Rating 
 
 
5.0

A lot of info, maybe a bit too fast

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Retiree Risk And Portfolio Results After Fees And 58 Years
Webinars
CUBICFLCUBICFL   September 25, 2019
Rating 
 
 
5.0

Good detail as always, maybe some tweaks needed but overall good program

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Fritz Meyer Economic Update, September 2019
Webinars
CUBICFLCUBICFL   September 09, 2019
Rating 
 
 
5.0

Good info as usual

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Talking With Clients About The Next Bear Market
Webinars
CUBICFLCUBICFL   August 28, 2019
Rating 
 
 
5.0

Good presentation, as a former DFA advisor MPT, I prefer not to use 30-50 year returns. IMO the world is now Global and what happened in the past was different....

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30 Common Types Of Trusts: Part 1
Webinars
CUBICFLCUBICFL   August 19, 2019
Rating 
 
 
5.0

Very good, is it possible to have a flow chart of the various trusts or is there a resource

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Form 1041: Income Taxation Of Trusts & Estates
Webinars
CUBICFLCUBICFL   July 24, 2019
Rating 
 
 
5.0

Good info with a lot of detail

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Managed Payout Income Replacement Funds vs Annuities
Webinars
CUBICFLCUBICFL   July 10, 2019
Rating 
 
 
5.0
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Fritz Meyer Quarterly Economic Update, July 2019 (Two Credits)
Webinars
CUBICFLCUBICFL   July 08, 2019
Rating 
 
 
5.0

Very good, easy to understand and follow

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2019 Planning For The SALT Limitation & Charitable Contributions
Webinars
CUBICFLCUBICFL   June 26, 2019
Rating 
 
 
4.0

Maybe a bit more detail, I felt Bob jumped around some things maybe for time sake

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29 results - showing 1 - 25