Reviews written by danjosslp

The Shape Of The Recovery; Fritz Meyer, November 2020

Webinars

danjosslp November 09, 2020

Rating

10.0

Always love Fritz

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The Next 25 Years For Investment Markets

Webinars

danjosslp October 21, 2020

Rating

10.0

Love Craig too.

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RIA Regulatory Priorities & Inspection Deficiencies

Webinars

danjosslp October 13, 2020

Rating

9.0

Very well done. I've not heard this presenter before. Thank you,

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Managing Capital Gains In 2020 And Beyond

Webinars

danjosslp October 07, 2020

Rating

10.0

Well done.

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Deconstructing The S&P 500 By Sectors And The Index's Changing Risks

Webinars

danjosslp September 23, 2020

Rating

10.0

Well done.

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Roth IRAs Transformed By New Tax Rules & Low Rates

Webinars

danjosslp November 20, 2019

Rating

5.0

Love this briefing.

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Illustrating The Key Determinants Of Investment Success

Webinars

danjosslp October 30, 2019

Rating

5.0

Interesting ways to look at the numbers.

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Fritz Meyer Quarterly Economic Update, October 2019 (Two Credits)

Webinars

danjosslp October 07, 2019

Rating

5.0

Love it. Really enjoyed the follow up to questions at the beginning. Great new feature.

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Fritz Meyer Economic Update, August 2019

Webinars

danjosslp August 12, 2019

Rating

5.0

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Fritz Meyer Quarterly Economic Update, July 2019 (Two Credits)

Webinars

danjosslp July 08, 2019

Rating

5.0

Very good.

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2019 Planning For The SALT Limitation & Charitable Contributions

Webinars

danjosslp June 26, 2019

Rating

5.0

Some review is always good. Thank you,

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IRA Life Expectancy Payout Changes Require Urgency

Webinars

danjosslp May 22, 2019

Rating

5.0

Well done as usual.

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Fritz Meyer Quarterly Economic Update, April 2019 (Two Credits)

Webinars

danjosslp April 08, 2019

Rating

5.0

Great.

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Foreign, Commodities, Fritz Meyer And MPT

Webinars

danjosslp March 27, 2019

Rating

5.0

Awesome.

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Annual Update On Performance Characteristics Of Asset Classes And Portfolios

Webinars

danjosslp January 30, 2019

Rating

5.0

Always good.

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Fritz Meyer Quarterly Economic Update, January 2019 (Two Credits)

Webinars

danjosslp January 14, 2019

Rating

5.0

A little off track with the asset specific stuff and it took too much of the Q&A.

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Advanced Planning With Roth IRAs

Webinars

danjosslp December 12, 2018

Rating

5.0

Excellent. Well done.

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Fritz Meyer Economic Update, December 2018

Webinars

danjosslp December 10, 2018

Rating

5.0

Great!

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With Stock Market Volatility Higher, What Can You Expect?

Webinars

danjosslp November 28, 2018

Rating

5.0

Excellent. Well done!

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Fritz Meyer Economic Update, November 2018

Webinars

danjosslp November 19, 2018

Rating

5.0

Excellent. Well done.

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Advanced Tax Planning For Sec. 199A Business Deduction

Webinars

danjosslp November 14, 2018

Rating

5.0

Right on time. Appreciated.

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Why GIPS® Standards Are Now More Important To Wealth Advisors

Webinars

danjosslp November 13, 2018

Rating

5.0

Very good. Tag team worked. A bit long at the end.

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Fritz Meyer Quarterly Economic Update, October 2018 (Two Credits)

Webinars

danjosslp October 08, 2018

Rating

5.0

Very complete.

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Crucial Conversations: A New Retiree's Bear Market Risk

Webinars

danjosslp September 26, 2018

Rating

5.0

Good. I liked the space allowed for Q&A.

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2018 Year-End Tax Guidance For Investment Advisers

Webinars

danjosslp September 19, 2018

Rating

5.0

That was very good!

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