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Great. She was awesome!
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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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Awesome. Thanks for including Fritz at the end
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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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I appreciated the graphs that illustrated the trade offs between the savings rate and portfolio allocations.
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Great Session. Looking forward to the region and company drill down
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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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Thanks for sharing the insights. Helpful!
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Always learn something new and have assumptions validated. Thanks
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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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Excellent
A4A is a news and professional education solution for a fiduciary who:
-- holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually
-- values research by Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck
-- broadly diversifies a core of client portfolios in low-expense funds
-- strategically invests based on MPT and economic fundamentals
-- advises on tax and financial planning as well as investing
-- is building a brand as a thought leader locally or in a niche
-- values thought leadership when bad news breaks
-- wants CE aligned with Advisor Products client education platform
-- wants 24/7 CE with objective financial, tax and investment planning news analysis
A4A is accredited by the CFP Board, IWI, and NASBA.