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excellent. Different way to analyze investment strategy
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seems like more of the same
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very good down to earth
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great. gave new insight on economy under Biden
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excellent. PLEASE SEND THE CAPITAL GAINS PYRAMID WHEN BOB COMPLETES IT. Thanks, Norm
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ok Hindsight is 20-20
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Can't make psychologists out of planners unless they are experienced in this kind of work
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charge less, client gets more.......and we get less. I did like the new economy investments
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excellent. Next time may be beneficial to dive deep into one or 2 planning techniques rather than wide overview.
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Much of the same stuff rehashed
A4A is a news and professional education solution for a fiduciary who:
-- holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually
-- values research by Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck
-- broadly diversifies a core of client portfolios in low-expense funds
-- strategically invests based on MPT and economic fundamentals
-- advises on tax and financial planning as well as investing
-- is building a brand as a thought leader locally or in a niche
-- values thought leadership when bad news breaks
-- wants CE aligned with Advisor Products client education platform
-- wants 24/7 CE with objective financial, tax and investment planning news analysis
A4A is accredited by the CFP Board, IWI, and NASBA.