Reviews written by tomJones85!

65 results - showing 1 - 25  
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Strong GDP, Low Inflation Expected In 2024, Fritz Meyer, April 2024
Webinars
tomJones85!tomJones85!   April 15, 2024
10
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What To Expect In 2024; Fritz Meyer, Feb 2024
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tomJones85!tomJones85!   February 12, 2024
10
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50-Year Statistical History Of A Diversified Portfolio; Craig Israelsen’s Portfolio Design CE Course, January 2024
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tomJones85!tomJones85!   January 17, 2024
10
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Good review.

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Key Concepts To Help Clients As 2024 Begins; Craig Israelsen, December 2023
Webinars
tomJones85!tomJones85!   December 19, 2023
9.0
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Key Determinants In Retirement Portfolio Success
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tomJones85!tomJones85!   November 14, 2023
9.0
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I use the spreadsheet but it helps to hear Craig's explanations.

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CPI-Adjusted COLAs In Retirement Income Distribution Portfolios; Craig Israelsen, June 2023
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tomJones85!tomJones85!   June 14, 2023
10
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Fundamentals of Fiduciary Taxation Form 1041 – For 2022 Returns
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tomJones85!tomJones85!   May 02, 2023
9.0
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Data Dichotomy; Fritz Meyer Economic Update, April 2023
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tomJones85!tomJones85!   April 19, 2023
9.0
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Amid Heightened Fears, Core Concepts To Remind Clients; Craig Israelsen’s Portfolio Design CE Course, March 2023
Webinars
tomJones85!tomJones85!   March 21, 2023
9.0
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50-Year Statistical History On A Seven-Asset Diversified Portfolio, Craig Israelsen’s Portfolio Management CE Course
Webinars
tomJones85!tomJones85!   January 24, 2023
10
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Great concepts to remind clients about the reason we diversify.

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Best Fixed-Income Funds For Managing Diversified Portfolios; Craig Israelsen's Portfolio Management Course, Nov 2022
Webinars
tomJones85!tomJones85!   November 15, 2022
8.0
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Fed Not Done Hiking Rates But A Soft Landing Is Still Possible, Fritz Meyer Economic Update, November 2022
Webinars
tomJones85!tomJones85!   November 07, 2022
10
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Historical Parallels to the COVID-19 Financial Crisis and the Value of Studying Financial History (Class 1 of 2)
Webinars
tomJones85!tomJones85!   October 24, 2022
10
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Bracing For A Recession, Fritz Meyer Economic Update, October 2022
Webinars
tomJones85!tomJones85!   October 17, 2022
9.0
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A Pivotal Moment In Economic History; Fritz Meyer Economic Update, September 2022
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tomJones85!tomJones85!   September 12, 2022
9.0
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Two Rules of Volatility, Craig Israelsen, August 2022
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tomJones85!tomJones85!   August 02, 2022
9.0
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IRAs At Death And Beyond, Bob Keebler’s July 2022 Tax Class
Webinars
tomJones85!tomJones85!   July 20, 2022
8.0
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So much detail to remember. Needed some guidance on missed 2021 distributions and IRS position. Helpful answers.

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An Economy On The Edge; Fritz Meyer Economic Update, July 2022
Webinars
tomJones85!tomJones85!   July 11, 2022
10
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Ukraine Invasion, Inflation, & GDP Growth; Fritz Meyer Economic Update, March 2022
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tomJones85!tomJones85!   March 07, 2022
10
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Standard Deviation: Finding the Sweet Spot
Webinars
tomJones85!tomJones85!   February 23, 2022
9.0
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50 Years Of Asset Class Performance History; Craig Israelsen's January 2022, CE Class
Webinars
tomJones85!tomJones85!   January 26, 2022
9.0
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Inflation Risk, Fed Policy, Amid A Boom; Fritz Meyer's Monthly CE Class, January 2022
Webinars
tomJones85!tomJones85!   January 10, 2022
10
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Omicron And Inflation Amid A Boom, Fritz Meyer Economic Update, Dec. 2021
Webinars
tomJones85!tomJones85!   December 12, 2021
10
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Building Simple Low-Expense Diversified Portfolios, Craig Israelsen
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tomJones85!tomJones85!   November 10, 2021
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Personalizing Crucial Conversations About Investing With Clients And Prospects
Webinars
tomJones85!tomJones85!   September 20, 2021
10
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I bought the spreadsheet before, but really like the new Mini screen. Makes it much more user and client friendly.

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65 results - showing 1 - 25  
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