Reviews written by Tennisbum

Fritz Meyer Economic And Investment Update, March 2015

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Tennisbum March 09, 2015
(Updated: March 09, 2015)

5.0
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As usual, terrific timely overview of economic emasures

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Fritz Meyer Economic And Investment Update, May 2014

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Tennisbum May 12, 2014
(Updated: May 12, 2014)

5.0
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Fritz Meyer Economic And Investment Update, March 2014

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Tennisbum March 10, 2014
(Updated: March 10, 2014)

5.0
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Great job as usual

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The Psychology Of Risk: The Behavioral Finance Perspective

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Tennisbum February 27, 2014
(Updated: February 27, 2014)

4.0
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The New Ideas Changing Retirement Income Planning

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Tennisbum January 16, 2014
(Updated: January 16, 2014)

4.0
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Good theoretical Framework

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Fritz Meyer Economic And Investment Update, January 2014

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Tennisbum January 13, 2014
(Updated: January 13, 2014)

4.0
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Good in depth summary of 2013 and look ahead into this year

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3.8% Surtax On Net Investment Income: The Final Regs

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Tennisbum December 19, 2013
(Updated: December 19, 2013)

4.0
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Fritz Meyer Economic And Investment Update, December 2013

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Tennisbum December 09, 2013
(Updated: December 09, 2013)

5.0
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Thorough and relevant as usual!

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Fritz Meyer Economic And Investment Update, November 2013

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Tennisbum November 11, 2013
(Updated: November 11, 2013)

5.0
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Timely economic update; terrific!

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Fritz Meyer Economic And Investment Update, October 2013

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Tennisbum October 07, 2013
(Updated: October 07, 2013)

5.0
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Great info as usual; may want to consider increasing the time slot to 90 minutes

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Fritz Meyer Economic & Investment Update, July 2013

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Tennisbum July 08, 2013
(Updated: July 08, 2013)

5.0
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solid, useful research

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Practitioner Forum: RIAs Acquiring RIAs: Challenges, Due Diligence, Deal Structure

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Tennisbum January 17, 2013
(Updated: January 17, 2013)

4.0
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Fritz Meyer's Economic Update And Investment Outlook For January 2013

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Tennisbum January 07, 2013
(Updated: January 07, 2013)

4.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For September 2012

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Tennisbum September 10, 2012
(Updated: September 10, 2012)

5.0
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Good data and presentation (as usual)

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Monthly Economic Update And Investment Outlook From Fritz Meyer For July 2012

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Tennisbum July 09, 2012
(Updated: July 09, 2012)

5.0
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Great economic (factual) update as usual

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Panic Protection: Fritz Meyer’s Monthly Economic Update For June 2012

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Tennisbum June 07, 2012
(Updated: June 07, 2012)

5.0
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Current economic info hot off the presses proivdes context to discussing market/investments with clients

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Panic Protection: Fritz Meyer’s Monthly Economic Update For June 2012

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Tennisbum June 07, 2012
(Updated: June 07, 2012)

5.0
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Current economic info hot off the presses proivdes context to discussing market/investments with clients

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Monthly Economic Update And Investment Outlook From Fritz Meyer For April 2012

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Tennisbum April 09, 2012
(Updated: April 09, 2012)

4.0
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Good macro update

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Monthly Economic Update And Investment Outlook From Fritz Meyer For March 2012

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Tennisbum March 12, 2012
(Updated: March 12, 2012)

5.0
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As usual; great data point checks from Fritz; puts economy in perspective

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Monthly Economic Update And Investment Outlook From Fritz Meyer For January 2012

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Tennisbum January 09, 2012
(Updated: January 09, 2012)

5.0
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Outstanding economic update

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2012 Compliance Priorities For RIAs

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Tennisbum January 05, 2012
(Updated: January 05, 2012)

5.0
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Great topic and coverage; probably needed more time to cover adequately

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2011 Compliance Planning

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Tennisbum December 16, 2010
(Updated: December 16, 2010)

4.0
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State Securities Chiefs Speak About RIA Regulatory Overhaul

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Tennisbum December 02, 2010
(Updated: December 02, 2010)

4.0
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Good general input; need to visit State sites for specifics

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The New Form ADV Part 2

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Tennisbum November 11, 2010
(Updated: November 11, 2010)

5.0
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Great and timely topic on an evolving issue

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Asset Protection Using Domestic Trusts

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Tennisbum October 21, 2010
(Updated: October 21, 2010)

5.0
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Gideon is an outstanding presenter; extremely informative, articulate, and easy to understand

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