Reviews written by williamp707

118 results - showing 1 - 25  
 
 
What’s Driving Stocks To Record Highs? Fritz Meyer, Financial Economics CE Live
Webinars
williamp707williamp707   April 12, 2021
10
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Always insightful

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The American Rescue Plan Act Of 2021: What Advisors Need To Know
Webinars
williamp707williamp707   March 24, 2021
10
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Great update Bob.

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A First Draft Of Financial History And CE Credit: Fritz Meyer Economic Update, March 2021
Webinars
williamp707williamp707   March 08, 2021
10
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As expected

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Investment Professional CE, Fritz Meyer, Feb. 2021
Webinars
williamp707williamp707   February 08, 2021
10
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Excellent as always

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New Rules For RIAs On Testimonials, Performance Advertisements, And Marketing
Webinars
williamp707williamp707   January 12, 2021
10
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Great. She was awesome!

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2021 Outlook, CE For Financial Professionals Only
Webinars
williamp707williamp707   January 11, 2021
10
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Always excellent.

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Continuing Education And News Analysis For Financial Planners
Webinars
williamp707williamp707   December 07, 2020
10
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Awesome as always

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The Shape Of The Recovery; Fritz Meyer, November 2020
Webinars
williamp707williamp707   November 09, 2020
10
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Deconstructing The S&P 500 By Sectors And The Index's Changing Risks
Webinars
williamp707williamp707   September 23, 2020
9.0
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Great session. I would recommend and like to see data going back to 2000. That would capture the entire "lost decade" of the S&P 500. ...

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With Covid-Crisis Recession Ending Now, What's Ahead?
Webinars
williamp707williamp707   August 10, 2020
10
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Great

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Quarterly Economic Review For Private Wealth Advisors, July 2020
Webinars
williamp707williamp707   July 13, 2020
10
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Another awesome webinar

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Coronavirus Financial Economic News For Advisors From Fritz Meyer
Webinars
williamp707williamp707   June 08, 2020
10
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Fritz Meyer Quarterly Economic Update, April 2020 (One Credit)
Webinars
williamp707williamp707   April 13, 2020
10
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Great

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Tax Planning After The Covid-19 Crash And Recovery Bill
Webinars
williamp707williamp707   April 01, 2020
10
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Awesome. Thanks for including Fritz at the end

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Opportunities Post-Correction, And Amid Low Interest Rates
Webinars
williamp707williamp707   March 11, 2020
10
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Bob is always excellent and gives me a different prospective on taxes and what can with and for our clients.

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Illustrating The Key Determinants Of Investment Success
Webinars
williamp707williamp707   October 30, 2019
5.0
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I appreciated the graphs that illustrated the trade offs between the savings rate and portfolio allocations.

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2019 Planning For The SALT Limitation & Charitable Contributions
Webinars
williamp707williamp707   June 26, 2019
5.0
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Great as always

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Foreign, Commodities, Fritz Meyer And MPT
Webinars
williamp707williamp707   March 27, 2019
5.0
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Great Session. Looking forward to the region and company drill down

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Fritz Meyer Economic Update, March 2019
Webinars
williamp707williamp707   March 11, 2019
5.0
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Fritz Meyer Economic Update, February 2019
Webinars
williamp707williamp707   February 11, 2019
5.0
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Great stuff. Fritz touched on something I've been questioning recently. I would love if you could get a Fritz and Craig in a joint "non-US and...

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Annual Update On Performance Characteristics Of Asset Classes And Portfolios
Webinars
williamp707williamp707   January 30, 2019
5.0
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Great

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Fritz Meyer Breaking News CE Webinar: Bear Market 2018
Webinars
williamp707williamp707   December 25, 2018
5.0
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Awesome

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Foreign Stock & Bond Effects In Low-Expense Portfolios
Webinars
williamp707williamp707   December 19, 2018
5.0
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Great as always!

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Fritz Meyer Quarterly Economic Update, July 2018 (Two Credits)
Webinars
williamp707williamp707   July 09, 2018
5.0
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Awesome once again

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Commodities Funds & ETFs Tips & Traps For Professionals
Webinars
williamp707williamp707   May 23, 2018
5.0
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Thanks for sharing the insights. Helpful!

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118 results - showing 1 - 25