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Another excellent webinar by Craig! Simple yet powerfully conveyed ideas.
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Very informative.
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Was really blown away by the analysis and graphics. Using RMD's as a safe withdrawal rate was a new concept for me. Haven't seen any similar type of...
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Another great webinar by Dr. Israelsen. Thanks!
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Another excellent and thought provoking webinar by Craig.
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Great stuff! Craig answered the fundamental question that I was wondering about, which is why should I include commodities in client portfolios?
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Would prefer fewer tax ideas with greater depth.
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Excellent content and excellent post webinar discussion.
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Excellent presentation
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A lot of general strategy info which was good, but would rather have seen more focused material on the title topic.
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.