Reviews written by doug@capitalachievements.com

107 results - showing 1 - 25  
 
 
doug@capitalachievements.comdoug@capitalachievements.com   May 29, 2019
Rating 
 
5.0

Awesome and timely!!!!

doug@capitalachievements.comdoug@capitalachievements.com   April 30, 2019
Rating 
 
3.0

For me, it would have been better as a high level view of assisting clients with these types of decisions - and, then maybe a case study as a follow-up...

doug@capitalachievements.comdoug@capitalachievements.com   December 25, 2018
Rating 
 
5.0

Andy/Fritz - MANY, MANY thanks for this timely and informative update! Couldn't be more grateful!

107 results - showing 1 - 25  
 
 

 

We're the right news and professional education solution for you if you’re a fiduciary who:

 

--  holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually  

--  likes Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck

--  relies on economic fundamentals

--  broadly diversifies a core of client portfolios in low-expense funds

--  strategically invests based on MPT

--  offers tax and financial planning advice

--  wants thought leadership when bad news breaks 

 

A4A courses, accredited by the CFP Board, IWI, and NASBA, power a special brand of independent financial advice. We also leverage the Web to benefit consumers as well as fiduciaries enrolled in our classes.

 

 

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