Reviews written by cubby

Diversification: How Much Is Enough?

Webinars

cubby June 24, 2020

Rating

8.0

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Key Concepts For Fiduciaries In Designing Low-Expense Portfolios

Webinars

cubby May 27, 2020

Rating

9.0

Great

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Fritz Meyer Quarterly Economic Update, April 2020 (One Credit)

Webinars

cubby April 13, 2020

Rating

8.0

Usual great presentation of current conditions. I think you need to provide a N/A option in your questions to be answered!

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The Coronavirus Crisis, Managing Cash, And Rebalancing

Webinars

cubby March 25, 2020

Rating

9.0

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Asset Class Performance Shifts Since 1970

Webinars

cubby November 18, 2019

Rating

5.0

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

Webinars

cubby October 07, 2019

Rating

5.0

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Advanced Planning With Roth IRAs

Webinars

cubby December 12, 2018

Rating

4.0

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Fritz Meyer Economic Update, November 2018

Webinars

cubby November 19, 2018

Rating

5.0

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Designing Portfolios To Beat A 4% "Safe" Withdrawal Rate

Webinars

cubby October 30, 2018

Rating

4.0

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Crucial Conversations: A New Retiree's Bear Market Risk

Webinars

cubby September 26, 2018

Rating

4.0

Sometimes spreadsheets/charts get a little busy to understand and see in webinar

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Visualizing The Impact Of Various Withdrawal Rates

Webinars

cubby August 28, 2018

Rating

5.0

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Dr. Craig Israelsen's Favorite Lessons For Clients

Webinars

cubby August 01, 2018

Rating

5.0

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Fritz Meyer Economic Update, May 2018

Webinars

cubby May 07, 2018

Rating

5.0

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Inflation And Asset Performance: A 92-Year Review

Webinars

cubby February 21, 2018
(Updated: February 21, 2018)

Rating

5.0

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Fritz Meyer Economic Update, February 2018

Webinars

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

Rating

4.0

usual great self!

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

Webinars

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

Rating

4.0

Great as usual

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Asset Class Correlations In Diversified Portfolios

Webinars

cubby November 15, 2017
(Updated: November 15, 2017)

Rating

5.0

This gentleman has the ability to relate to non academics and get points across!

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Fritz Meyer Economic Update, November 2017

Webinars

cubby November 13, 2017
(Updated: November 13, 2017)

Rating

4.0

Very informative, too much so meaning that too much is compressed into the allotted time.

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Illustrating Retirement Portfolio Survival

Webinars

cubby October 25, 2017
(Updated: October 25, 2017)

Rating

5.0

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When Is It Best To Invest? A Review Over 37 Years

Webinars

cubby September 26, 2017
(Updated: September 26, 2017)

Rating

5.0

Great presentation!

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Fritz Meyer Economic Update, June 2017

Webinars

cubby June 12, 2017
(Updated: June 12, 2017)

Rating

5.0

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Inflation, Returns, And Portfolio Management

Webinars

cubby May 24, 2017
(Updated: May 24, 2017)

Rating

4.0

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Fritz Meyer Economic Update, May 2017

Webinars

cubby May 08, 2017
(Updated: May 08, 2017)

Rating

5.0

Great as always

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

Webinars

cubby April 10, 2017
(Updated: April 10, 2017)

Rating

5.0

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Fritz Meyer Economic Update, March 2017

Webinars

cubby March 13, 2017
(Updated: March 13, 2017)

Rating

5.0

Awesome!

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