Reviews written by rsmith757

93 results - showing 1 - 25  
 
 
A First Draft Of Financial History And CE Credit: Fritz Meyer Economic Update, March 2021
Webinars
rsmith757rsmith757   March 08, 2021
10
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Investment Economics In The Covid Crisis; Fritz Meyer, September 2020 CE
Webinars
rsmith757rsmith757   September 07, 2020
10
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Quarterly Economic Review For Private Wealth Advisors, July 2020
Webinars
rsmith757rsmith757   July 13, 2020
10
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Usual thorough presentation!

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The New Math Driving 2020 Roth Conversions
Webinars
rsmith757rsmith757   July 08, 2020
9.0
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A bit too fast to permit listeners to grasp...perhaps use two webinars to cover this much material.

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Diversification: How Much Is Enough?
Webinars
rsmith757rsmith757   June 24, 2020
9.0
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Very helpful analysis of benefits of diversification...especially on the distribution side.

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Coronavirus Financial Economic News For Advisors From Fritz Meyer
Webinars
rsmith757rsmith757   June 08, 2020
10
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Comprehensive, clear, encouraging

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Tax Planning After The Covid-19 Crash And Recovery Bill
Webinars
rsmith757rsmith757   April 01, 2020
10
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Great review of CARE Act

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Fritz Meyer Economic Update, December 2019
Webinars
rsmith757rsmith757   December 09, 2019
5.0
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Rich detail...provides rational view...love the wealth of data

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IRA Life Expectancy Payout Changes Require Urgency
Webinars
rsmith757rsmith757   May 22, 2019
5.0
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Timely, smart ideas, great help for a big change in planning

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Fritz Meyer Economic Update, March 2019
Webinars
rsmith757rsmith757   March 11, 2019
5.0
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Fritz Meyer Quarterly Economic Update, January 2019 (Two Credits)
Webinars
rsmith757rsmith757   January 14, 2019
5.0
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Just excellent insight, backed by data and tempered with wisdom

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Foreign Stock & Bond Effects In Low-Expense Portfolios
Webinars
rsmith757rsmith757   December 19, 2018
5.0
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Fritz Meyer Economic Update, December 2018
Webinars
rsmith757rsmith757   December 10, 2018
5.0
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Exceptional breadth and depth of coverage...love all the real world data

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With Stock Market Volatility Higher, What Can You Expect?
Webinars
rsmith757rsmith757   November 28, 2018
5.0
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Solid logic...wise approach

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Fritz Meyer On The S&P 500 Correction
Webinars
rsmith757rsmith757   October 29, 2018
5.0
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Fritz Meyer Economic Update, August 2018
Webinars
rsmith757rsmith757   August 13, 2018
5.0
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Fritz Meyer Economic Update, June 2018
Webinars
rsmith757rsmith757   June 11, 2018
5.0
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Fritz Meyer Economic Update, March 2018
Webinars
rsmith757rsmith757   March 12, 2018
5.0
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Fritz Meyer Economic Update, February 2018
Webinars
rsmith757rsmith757   February 06, 2018
(Updated: February 06, 2018)
5.0
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How The New Tax Law Affects Year-End Planning
Webinars
rsmith757rsmith757   November 01, 2017
(Updated: November 01, 2017)
5.0
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Fritz Meyer Economic Update, September 2017
Webinars
rsmith757rsmith757   September 11, 2017
(Updated: September 11, 2017)
5.0
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Excellent review of economic charts and forecasts...gives objectivity to our discussions with clients.

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Shifts In The Efficient Frontier Over The Decades
Webinars
rsmith757rsmith757   August 23, 2017
(Updated: August 23, 2017)
5.0
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Fritz Meyer Quarterly Economic Update, July 2017 (Two Credits)
Webinars
rsmith757rsmith757   July 10, 2017
(Updated: July 10, 2017)
5.0
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Fritz Meyer Economic Update, May 2017
Webinars
rsmith757rsmith757   May 08, 2017
(Updated: May 08, 2017)
5.0
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Fritz Meyer Quarterly Economic Update, April 2017 (Two Credits)
Webinars
rsmith757rsmith757   April 10, 2017
(Updated: April 10, 2017)
5.0
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93 results - showing 1 - 25