Reviews written by kevinb610

84 results - showing 1 - 25  
 
 
Diversification: How Much Is Enough?
Webinars
kevinb610kevinb610   June 24, 2020
Rating 
 
 
10.0

excellent

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Coronavirus Financial Economic News For Advisors From Fritz Meyer
Webinars
kevinb610kevinb610   June 08, 2020
Rating 
 
 
10.0

VG

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Low Inflation, Rates Near Zero: Fritz Meyer Updates
Webinars
kevinb610kevinb610   May 11, 2020
Rating 
 
 
10.0

Very interesting as always

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Correcting Misleading Portfolio Illustrations Consumers Often Face
Webinars
kevinb610kevinb610   April 29, 2020
Rating 
 
 
10.0

very interesting

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Fritz Meyer Quarterly Economic Update, April 2020 (One Credit)
Webinars
kevinb610kevinb610   April 13, 2020
Rating 
 
 
8.0
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The Coronavirus Crisis, Managing Cash, And Rebalancing
Webinars
kevinb610kevinb610   March 25, 2020
Rating 
 
 
10.0

Different view and interesting

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Craig Israelsen's February Webinar
Webinars
kevinb610kevinb610   February 19, 2020
Rating 
 
 
10.0

Very Good

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Giving Retirement Clients Facts And Reasons For Hope
Webinars
kevinb610kevinb610   February 19, 2020
Rating 
 
 
10.0
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Roth IRA Conversion Is Suddenly A High-Value Mass Affluent Tactic
Webinars
kevinb610kevinb610   February 12, 2020
Rating 
 
 
10.0

Very Good

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50-Year MPT Statistics Of A Diversified Portfolio Analyzed
Webinars
kevinb610kevinb610   January 29, 2020
Rating 
 
 
9.0

Different approach - very interesting

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Charitable Remainder Trusts Under The SECURE Act
Webinars
kevinb610kevinb610   January 28, 2020
Rating 
 
 
10.0

great

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Fritz Meyer Quarterly Economic Update, January 2020 (Two Credits)
Webinars
kevinb610kevinb610   January 13, 2020
Rating 
 
 
10.0
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Showing Clients Retirement Portfolio Risk Variables
Webinars
kevinb610kevinb610   December 18, 2019
Rating 
 
 
5.0
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Asset Class Performance Shifts Since 1970
Webinars
kevinb610kevinb610   November 18, 2019
Rating 
 
 
5.0

Interesting view of long term performance

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Fritz Meyer Economic Update, November 2019
Webinars
kevinb610kevinb610   November 11, 2019
Rating 
 
 
5.0

Great but Fritz talks too long, he should keep it shorter so he can field questions during the webinar

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2019 Year-End Tax Planning Guidance For Investment Advisers
Webinars
kevinb610kevinb610   October 16, 2019
Rating 
 
 
5.0

VG as Keebler usually is

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Fritz Meyer Economic Update, September 2019
Webinars
kevinb610kevinb610   September 09, 2019
Rating 
 
 
5.0

VG, Fritz always approaches the topic with the data. No guess work.

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30 Common Types Of Trusts: Part 1
Webinars
kevinb610kevinb610   August 19, 2019
Rating 
 
 
4.0
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Fritz Meyer Quarterly Economic Update, July 2019 (Two Credits)
Webinars
kevinb610kevinb610   July 08, 2019
Rating 
 
 
5.0
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10 Human Instincts Skewing Perception Of World Trends
Webinars
kevinb610kevinb610   June 12, 2019
Rating 
 
 
5.0

Interesting topic. I liked the book.

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Fritz Meyer Special Session On The Yield Curve
Webinars
kevinb610kevinb610   May 29, 2019
Rating 
 
 
5.0

Outstanding. I don't agree with everything but he does make you think and that's what it is all about.

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IRA Life Expectancy Payout Changes Require Urgency
Webinars
kevinb610kevinb610   May 22, 2019
Rating 
 
 
4.0

VG except maybe a tad early since not everything is settled yet.

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Illustrating Retirement Portfolio Outcomes For Clients
Webinars
kevinb610kevinb610   May 20, 2019
Rating 
 
 
4.0

VG

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Life Settlements For Fiduciaries
Webinars
kevinb610kevinb610   April 30, 2019
Rating 
 
 
4.0

learned something

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Country- And Region-Specific Foreign ETFs Beyond EAFE
Webinars
kevinb610kevinb610   April 24, 2019
Rating 
 
 
4.0

Always interesting

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84 results - showing 1 - 25