Reviews written by gerrystell

Craig Israelsen's February Webinar

Webinars

gerrystell February 19, 2020

Rating

9.0

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Roth IRA Conversion Is Suddenly A High-Value Mass Affluent Tactic

Webinars

gerrystell February 12, 2020

Rating

9.0

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Fritz Meyer Economic Update, February 2020

Webinars

gerrystell February 10, 2020

Rating

10.0

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Fritz Meyer Quarterly Economic Update, January 2020 (Two Credits)

Webinars

gerrystell January 13, 2020

Rating

10.0

excellent

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Fritz Meyer Economic Update, December 2019

Webinars

gerrystell December 09, 2019

Rating

5.0

excellent as usual

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Asset Class Performance Shifts Since 1970

Webinars

gerrystell November 18, 2019

Rating

4.0

not much news

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2019 Year-End Tax Planning Guidance For Investment Advisers

Webinars

gerrystell October 16, 2019

Rating

4.0

OK. a bit too specialized

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

Webinars

gerrystell October 07, 2019

Rating

5.0

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Fritz Meyer Economic Update, September 2019

Webinars

gerrystell September 09, 2019

Rating

5.0

very informative and reassuring

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Fritz Meyer Economic Update, June 2019

Webinars

gerrystell June 10, 2019

Rating

5.0

excellent

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Fritz Meyer Special Session On The Yield Curve

Webinars

gerrystell May 29, 2019

Rating

5.0

great timely information

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Fritz Meyer Economic Update, May 2019

Webinars

gerrystell May 13, 2019

Rating

5.0

excellent as always and up to date

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

Webinars

gerrystell January 14, 2019

Rating

5.0

comprehensive. covered all important issues

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Crucial Conversations: A New Retiree's Bear Market Risk

Webinars

gerrystell September 26, 2018

Rating

3.0

retirees expenses don't vary by the portfolio values, the withdrawal should be in constant, inflation-adjusted dollars. no international equities or bonds??? All time periods begin in January?...

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Fritz Meyer Economic Update, August 2018

Webinars

gerrystell August 13, 2018

Rating

5.0

excellent overview of current situation

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Fritz Meyer Economic Update, June 2018

Webinars

gerrystell June 11, 2018

Rating

5.0

great

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Commodities Funds & ETFs Tips & Traps For Professionals

Webinars

gerrystell May 23, 2018

Rating

4.0

useless

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

Webinars

gerrystell April 09, 2018

Rating

5.0

good update, covered all

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Dr. Ed Yardeni On Predicting The Markets

Webinars

gerrystell March 13, 2018

Rating

5.0

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Fritz Meyer Economic Update, February 2018

Webinars

gerrystell February 06, 2018
(Updated: February 06, 2018)

Rating

5.0

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

Webinars

gerrystell January 08, 2018
(Updated: January 08, 2018)

Rating

5.0

excellent unbiased

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How The New Tax Law Affects Year-End Planning

Webinars

gerrystell November 01, 2017
(Updated: November 01, 2017)

Rating

5.0

instructive

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Fritz Meyer Quarterly Economic Update, October 2017 (Two Credits)

Webinars

gerrystell October 09, 2017
(Updated: October 09, 2017)

Rating

5.0

excellent overall

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Low-Expense Portfolio Design For RIAs

Webinars

gerrystell January 25, 2017
(Updated: January 25, 2017)

Rating

1.0

the first 5 minutes were so bad, I quit

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Fritz Meyer Economic Update, December 2016

Webinars

gerrystell December 12, 2016
(Updated: December 12, 2016)

Rating

5.0

interesting,

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