Reviews written by rsmith757

85 results - showing 1 - 25  
 
 
IRA Life Expectancy Payout Changes Require Urgency
Webinars
rsmith757rsmith757   May 22, 2019
Rating 
 
5.0

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
Rating 
 
5.0
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Fritz Meyer Quarterly Economic Update, January 2019 (Two Credits)
Webinars
rsmith757rsmith757   January 14, 2019
Rating 
 
5.0

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
Rating 
 
5.0
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Fritz Meyer Economic Update, December 2018
Webinars
rsmith757rsmith757   December 10, 2018
Rating 
 
5.0

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
Rating 
 
5.0

Solid logic...wise approach

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Fritz Meyer On The S&P 500 Correction
Webinars
rsmith757rsmith757   October 29, 2018
Rating 
 
5.0
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Fritz Meyer Economic Update, August 2018
Webinars
rsmith757rsmith757   August 13, 2018
Rating 
 
5.0
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Fritz Meyer Economic Update, June 2018
Webinars
rsmith757rsmith757   June 11, 2018
Rating 
 
5.0
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Fritz Meyer Economic Update, March 2018
Webinars
rsmith757rsmith757   March 12, 2018
Rating 
 
5.0
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Fritz Meyer Economic Update, February 2018
Webinars
rsmith757rsmith757   February 06, 2018
(Updated: February 06, 2018)
Rating 
 
5.0
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How The New Tax Law Affects Year-End Planning
Webinars
rsmith757rsmith757   November 01, 2017
(Updated: November 01, 2017)
Rating 
 
5.0
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Fritz Meyer Economic Update, September 2017
Webinars
rsmith757rsmith757   September 11, 2017
(Updated: September 11, 2017)
Rating 
 
5.0

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)
Rating 
 
5.0
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Fritz Meyer Quarterly Economic Update, July 2017 (Two Credits)
Webinars
rsmith757rsmith757   July 10, 2017
(Updated: July 10, 2017)
Rating 
 
5.0
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Fritz Meyer Economic Update, May 2017
Webinars
rsmith757rsmith757   May 08, 2017
(Updated: May 08, 2017)
Rating 
 
5.0
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Fritz Meyer Quarterly Economic Update, April 2017 (Two Credits)
Webinars
rsmith757rsmith757   April 10, 2017
(Updated: April 10, 2017)
Rating 
 
5.0
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Fritz Meyer Economic Update, March 2017
Webinars
rsmith757rsmith757   March 13, 2017
(Updated: March 13, 2017)
Rating 
 
5.0
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2017 Tax Planning Opportunities And Traps For Investment Advisors
Webinars
rsmith757rsmith757   February 23, 2017
(Updated: February 23, 2017)
Rating 
 
5.0

lot of info...all useful

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Fritz Meyer Economic Update, February 2017
Webinars
rsmith757rsmith757   February 13, 2017
(Updated: February 13, 2017)
Rating 
 
5.0

fabulous as always

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Designing Portfolios For Accumulation And Distribution Lifecycles
Webinars
rsmith757rsmith757   October 26, 2016
(Updated: October 26, 2016)
Rating 
 
5.0

Practical, Clear, Great data to explain benefits of reasonable savings rates, reasonable allocation plans and reasonable withdrawal rates.

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Improving After-Tax Returns
Webinars
rsmith757rsmith757   October 23, 2016
(Updated: October 23, 2016)
Rating 
 
5.0
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Fritz Meyer's 3Q 2016 Economic Roundup – Two Credits
Webinars
rsmith757rsmith757   October 13, 2016
(Updated: October 13, 2016)
Rating 
 
5.0
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Inflation And Investing Since 1970
Webinars
rsmith757rsmith757   September 28, 2016
(Updated: September 28, 2016)
Rating 
 
5.0
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BREXIT Webinar, Today At 4 ET
Webinars
rsmith757rsmith757   June 23, 2016
(Updated: June 23, 2016)
Rating 
 
5.0

Concise, clear, compelling

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85 results - showing 1 - 25