Reviews written by douglasc585

55 results - showing 1 - 25  
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New Rules For RIAs On Testimonials, Performance Advertisements, And Marketing
Webinars
douglasc585douglasc585   January 12, 2021
9.0
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2020 Compliance For RIAs
Webinars
douglasc585douglasc585   July 27, 2020
9.0
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Quarterly Economic Review For Private Wealth Advisors, July 2020
Webinars
douglasc585douglasc585   July 13, 2020
10
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Key Concepts For Fiduciaries In Designing Low-Expense Portfolios
Webinars
douglasc585douglasc585   May 27, 2020
9.0
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Low Inflation, Rates Near Zero: Fritz Meyer Updates
Webinars
douglasc585douglasc585   May 11, 2020
9.0
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50-Year MPT Statistics Of A Diversified Portfolio Analyzed
Webinars
douglasc585douglasc585   January 29, 2020
10
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Fritz Meyer Economic Update, September 2019
Webinars
douglasc585douglasc585   September 09, 2019
5.0
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Fritz Meyer Economic Update, August 2019
Webinars
douglasc585douglasc585   August 12, 2019
5.0
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2019 Planning For The SALT Limitation & Charitable Contributions
Webinars
douglasc585douglasc585   June 26, 2019
4.0
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IRA Life Expectancy Payout Changes Require Urgency
Webinars
douglasc585douglasc585   May 22, 2019
5.0
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Fritz Meyer Economic Update, May 2019
Webinars
douglasc585douglasc585   May 13, 2019
5.0
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excellent

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Fritz Meyer Quarterly Economic Update, April 2019 (Two Credits)
Webinars
douglasc585douglasc585   April 08, 2019
5.0
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Proposed Regulations Specified Service Trades Or Businesses: Section 199A
Webinars
douglasc585douglasc585   August 29, 2018
4.0
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Fritz Meyer Quarterly Economic Update, January 2018 (Two Credits)
Webinars
douglasc585douglasc585   January 08, 2018
(Updated: January 08, 2018)
5.0
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Fritz Meyer Economic Update, December 2017
Webinars
douglasc585douglasc585   December 11, 2017
(Updated: December 11, 2017)
5.0
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excellent

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Asset Class Correlations In Diversified Portfolios
Webinars
douglasc585douglasc585   November 15, 2017
(Updated: November 15, 2017)
5.0
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Excellent

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Fritz Meyer Quarterly Economic Update, October 2017 (Two Credits)
Webinars
douglasc585douglasc585   October 09, 2017
(Updated: October 09, 2017)
5.0
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New info on gold chart & efficient frontier was good addition

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Why You Must Discuss Asset Protection With Every Client, And What You Should Say
Webinars
douglasc585douglasc585   July 26, 2017
(Updated: July 26, 2017)
5.0
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Capitalizing On Your Competitive Advantage Of Advising On A Low-Cost Diversified Core Portfolio
Webinars
douglasc585douglasc585   June 28, 2017
(Updated: June 28, 2017)
5.0
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Everything An Investment Fiduciary Needs To Know About Trusts And Estates
Webinars
douglasc585douglasc585   June 04, 2017
(Updated: June 04, 2017)
5.0
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Inflation, Returns, And Portfolio Management
Webinars
douglasc585douglasc585   May 24, 2017
(Updated: May 24, 2017)
5.0
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very good

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Fritz Meyer Economic Update, May 2017
Webinars
douglasc585douglasc585   May 08, 2017
(Updated: May 08, 2017)
4.0
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overall good, but need for tighter focus & reduced # slides

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Fritz Meyer Economic And Investment Update, March 2016
Webinars
douglasc585douglasc585   March 07, 2016
(Updated: March 07, 2016)
5.0
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Data Breaches And Cyber-Liability For Advisors
Webinars
douglasc585douglasc585   January 08, 2015
(Updated: January 08, 2015)
4.0
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very good

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Office 365 Overview: Getting Ready To Get Set
Webinars
douglasc585douglasc585   December 11, 2014
(Updated: December 11, 2014)
5.0
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55 results - showing 1 - 25  
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