Reviews written by williamp707

102 results - showing 1 - 25  
 
 
2019 Planning For The SALT Limitation & Charitable Contributions
Webinars
williamp707williamp707   June 26, 2019
Rating 
 
5.0

Great as always

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Foreign, Commodities, Fritz Meyer And MPT
Webinars
williamp707williamp707   March 27, 2019
Rating 
 
5.0

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
Rating 
 
5.0
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Fritz Meyer Economic Update, February 2019
Webinars
williamp707williamp707   February 11, 2019
Rating 
 
5.0

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
Rating 
 
5.0

Great

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

Awesome

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Foreign Stock & Bond Effects In Low-Expense Portfolios
Webinars
williamp707williamp707   December 19, 2018
Rating 
 
5.0

Great as always!

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

Awesome once again

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Commodities Funds & ETFs Tips & Traps For Professionals
Webinars
williamp707williamp707   May 23, 2018
Rating 
 
5.0

Thanks for sharing the insights. Helpful!

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Fritz Meyer Quarterly Economic Update, April 2018 (Two Credits)
Webinars
williamp707williamp707   April 09, 2018
Rating 
 
5.0
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Fritz Meyer Economic Update, March 2018
Webinars
williamp707williamp707   March 12, 2018
Rating 
 
5.0

Always learn something new and have assumptions validated. Thanks

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Fritz Meyer Quarterly Economic Update, October 2017 (Two Credits)
Webinars
williamp707williamp707   October 09, 2017
(Updated: October 09, 2017)
Rating 
 
5.0

Great as always. What I appreciated most was the comparison of gold vs cash and fixed income. I also liked the efficient frontier comparison. Wish they were included...

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What's The Difference To Clients Between You And A Total Index Fund? Big Bucks!
Webinars
williamp707williamp707   July 19, 2017
(Updated: July 19, 2017)
Rating 
 
5.0

Excellent

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Fritz Meyer Quarterly Economic Update, April 2017 (Two Credits)
Webinars
williamp707williamp707   April 10, 2017
(Updated: April 10, 2017)
Rating 
 
5.0
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2017 Tax Planning Opportunities And Traps For Investment Advisors
Webinars
williamp707williamp707   February 23, 2017
(Updated: February 23, 2017)
Rating 
 
5.0

Excellent. Many of today's ideas confirmed some of my beliefs about Roth conversions and life insurance this year. Also, Bob just mentioned that he teaches using...

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Portfolio Survival With A Fixed Or CPI-Indexed COLA, Or RMD-Based Withdrawals
Webinars
williamp707williamp707   February 22, 2017
(Updated: February 22, 2017)
Rating 
 
5.0
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With Massive Tax Cuts Looming, A 2017 Tax Filing Primer For IA Reps (Two Credits)
Webinars
williamp707williamp707   January 26, 2017
(Updated: January 26, 2017)
Rating 
 
5.0

Excellent

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Fritz Meyer Quarterly Economic Update, January 2017 (Two Credits)
Webinars
williamp707williamp707   January 09, 2017
(Updated: January 09, 2017)
Rating 
 
5.0
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Fritz Meyer Economic Update, November 2016
Webinars
williamp707williamp707   November 07, 2016
(Updated: November 07, 2016)
Rating 
 
5.0

Great

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Fritz Meyer Economic Update, August 2016
Webinars
williamp707williamp707   August 08, 2016
(Updated: August 08, 2016)
Rating 
 
5.0
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Defining A Fiduciary-Level Of Diversification
Webinars
williamp707williamp707   May 25, 2016
(Updated: May 25, 2016)
Rating 
 
5.0
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Fritz Meyer Economic And Investment Update, February 2016
Webinars
williamp707williamp707   February 08, 2016
(Updated: February 08, 2016)
Rating 
 
5.0

Another sensational webinar

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Preparing 1040s: What Financial Advisors Must Know (2 CE credits)
Webinars
williamp707williamp707   January 28, 2016
(Updated: January 28, 2016)
Rating 
 
5.0

Bob is always amazing!

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Fritz Meyer's 4Q2015 Roundup (2 CPE credits)
Webinars
williamp707williamp707   January 11, 2016
(Updated: January 11, 2016)
Rating 
 
5.0

Excellent as always

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Fritz Meyer Economic And Investment Update, November 2015
Webinars
williamp707williamp707   November 09, 2015
(Updated: November 09, 2015)
Rating 
 
5.0

Always insightful. Excellent!

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102 results - showing 1 - 25