Reviews written by mitchosr

19 results - showing 1 - 19  
 
 
Fritz Meyer Economic Update, November 2019
Webinars
mitchosrmitchosr   November 11, 2019
Rating 
 
 
5.0

very good

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Fritz Meyer Quarterly Economic Update, October 2019 (Two Credits)
Webinars
mitchosrmitchosr   October 07, 2019
Rating 
 
 
5.0

good except for the lack of Q&A

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Fritz Meyer Economic Update, September 2019
Webinars
mitchosrmitchosr   September 09, 2019
Rating 
 
 
4.0

Leading indicators are declining when does Fritz think that momentum will change?

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Fritz Meyer Economic Update, June 2019
Webinars
mitchosrmitchosr   June 10, 2019
Rating 
 
 
5.0

like it very much

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IRA Life Expectancy Payout Changes Require Urgency
Webinars
mitchosrmitchosr   May 22, 2019
Rating 
 
 
5.0
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Fritz Meyer Quarterly Economic Update, January 2019 (Two Credits)
Webinars
mitchosrmitchosr   January 14, 2019
Rating 
 
 
5.0
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Fritz Meyer Economic And Investment Update, September 2015
Webinars
mitchosrmitchosr   September 07, 2015
(Updated: September 07, 2015)
Rating 
 
 
5.0
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PortfolioCenter
Portfolio Management
mitchosrmitchosr   December 30, 2014
Overall rating 
 
 
2.7
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
4.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
1.0
Integrations 
 
 
1.0
Security 
 
 
1.0
Hosting 
 
 
1.0
Pricing 
 
 
1.0

Portfolio Center

I'm looking for a substitute

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Fritz Meyer Economic And Investment Update, September 2014
Webinars
mitchosrmitchosr   September 08, 2014
(Updated: September 08, 2014)
Rating 
 
 
5.0

-

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Fritz Meyer's Third Quarter Roundup On Economics And Investments -- Two CE Credits
Webinars
mitchosrmitchosr   July 07, 2014
(Updated: July 07, 2014)
Rating 
 
 
5.0
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Fritz Meyer Economic And Investment Update, June 2014 (Two CE credits)*
Webinars
mitchosrmitchosr   June 09, 2014
(Updated: June 09, 2014)
Rating 
 
 
5.0

-

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Fritz Meyer Economic And Investment Update, April 2014
Webinars
mitchosrmitchosr   April 07, 2014
(Updated: April 07, 2014)
Rating 
 
 
5.0

Fritz, tactical asset allocators need your economic data to tell when to alter the client's asset allocation. MPT and rebalance is not enough if you want to retain clinets...

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Fritz Meyer Economic And Investment Update, March 2014
Webinars
mitchosrmitchosr   March 10, 2014
(Updated: March 10, 2014)
Rating 
 
 
5.0

very good. did a good job answering questions

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Fritz Meyer Economic And Investment Update, November 2013
Webinars
mitchosrmitchosr   November 11, 2013
(Updated: November 11, 2013)
Rating 
 
 
5.0

-

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Taxation Of REITs, MLPs, Oil & Gas, And Real Estate
Webinars
mitchosrmitchosr   October 24, 2013
(Updated: October 24, 2013)
Rating 
 
 
4.0

just enough to want more

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Fritz Meyer Economic And Investment Update, September 2013
Webinars
mitchosrmitchosr   September 09, 2013
(Updated: September 09, 2013)
Rating 
 
 
5.0

little long--need time for Q&A

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Fritz Meyer Economic And Investment Update, August 2013
Webinars
mitchosrmitchosr   August 12, 2013
(Updated: August 12, 2013)
Rating 
 
 
4.0

-

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Attributes Of Major Asset Classes And Associated Behavioral Finance Issues
Webinars
mitchosrmitchosr   July 18, 2013
(Updated: July 18, 2013)
Rating 
 
 
5.0

Good webinar! Please get back to me with ansers to my questions.

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Getting Clear About The Cloud For Advisors
Webinars
mitchosrmitchosr   June 13, 2013
(Updated: June 13, 2013)
Rating 
 
 
4.0

good basic discussion...would be good to do some omore illustrATION OF EACH ALTERNATIVE

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19 results - showing 1 - 19