Reviews written by meridianfinancial

53 results - showing 1 - 25  
 
 
meridianfinancialmeridianfinancial   February 08, 2021
10
Average Attendee Rating
Poor Average Excellent
meridianfinancialmeridianfinancial   January 20, 2021
10
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meridianfinancialmeridianfinancial   January 11, 2021
10
Average Attendee Rating
Poor Average Excellent

Love demographic data

meridianfinancialmeridianfinancial   November 09, 2020
9.0
Average Attendee Rating
Poor Average Excellent
meridianfinancialmeridianfinancial   October 13, 2020
10
Average Attendee Rating
Poor Average Excellent

clear overview of SEC priorities.

meridianfinancialmeridianfinancial   October 12, 2020
10
Average Attendee Rating
Poor Average Excellent

great as always

meridianfinancialmeridianfinancial   August 10, 2020
10
Average Attendee Rating
Poor Average Excellent

Excellent as always. Would love to hear more about MMT

meridianfinancialmeridianfinancial   February 10, 2020
10
Average Attendee Rating
Poor Average Excellent

Not much news but always good to keep up

meridianfinancialmeridianfinancial   December 09, 2019
3.0
Average Attendee Rating
Poor Average Excellent
meridianfinancialmeridianfinancial   March 20, 2019
4.0
Average Attendee Rating
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good review and learned some new things

meridianfinancialmeridianfinancial   December 12, 2016
(Updated: December 12, 2016)
5.0
Average Attendee Rating
Poor Average Excellent
meridianfinancialmeridianfinancial   July 11, 2016
(Updated: July 11, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

I couldnt see where to ask questions as I have in the past. I define the market risk premium the way I learned it in CFA. The difference...

Financial Planning
meridianfinancialmeridianfinancial   May 06, 2016
Overall rating 
 
 
3.3
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
2.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

Very steep lerarning curve

No software is perfect. All of them have flaws. Know what you can overlook ahead of time. If the program does not do something perfectly that is key for...

meridianfinancialmeridianfinancial   March 07, 2016
(Updated: March 07, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

excellent as always

meridianfinancialmeridianfinancial   February 08, 2016
(Updated: February 08, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

sorry audio broke down

meridianfinancialmeridianfinancial   December 07, 2015
(Updated: December 07, 2015)
5.0
Average Attendee Rating
Poor Average Excellent
meridianfinancialmeridianfinancial   July 13, 2015
(Updated: July 13, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

excellent as always

meridianfinancialmeridianfinancial   May 11, 2015
(Updated: May 11, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

Always love hearing what Fritz has to say. Would be interested in seeing chart with ratio of NYSE margin debt to total stock market value. (Dow Jones Total...

meridianfinancialmeridianfinancial   March 09, 2015
(Updated: March 09, 2015)
5.0
Average Attendee Rating
Poor Average Excellent
meridianfinancialmeridianfinancial   February 09, 2015
(Updated: February 09, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

Always very informative and helpful

meridianfinancialmeridianfinancial   December 08, 2014
(Updated: December 08, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

always informative.

meridianfinancialmeridianfinancial   October 13, 2014
(Updated: October 13, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

I look forward every month to this presentation. He always gives me something new to consider. Great job.

meridianfinancialmeridianfinancial   September 08, 2014
(Updated: September 08, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

AWESOME. so helpful.

meridianfinancialmeridianfinancial   August 11, 2014
(Updated: August 11, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

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53 results - showing 1 - 25