Reviews written by michaelm213

RIA Fee Structure: Earning Fees In An Era When Investment Management Is Commoditized

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michaelm213 September 27, 2012
(Updated: September 27, 2012)

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Thanks Andy!

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Enter Into Social Media Marketing With Confidence

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michaelm213 September 20, 2012
(Updated: September 20, 2012)

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Monthly Economic Update And Investment Outlook From Fritz Meyer For September 2012

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michaelm213 September 10, 2012
(Updated: September 10, 2012)

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Thx Andy!

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Year End Income Tax Planning

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michaelm213 September 06, 2012
(Updated: September 06, 2012)

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Thanks Andy!

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Monthly Economic Update And Investment Outlook From Fritz Meyer For August 2012

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michaelm213 August 13, 2012
(Updated: August 13, 2012)

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Thx Andy!

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Understanding The 3.8% Excise Tax

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michaelm213 August 02, 2012
(Updated: August 02, 2012)

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Thanks Andy!

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How Can Fiduciaries Protect Clients From Overpaying For Life Insurance?

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michaelm213 July 12, 2012
(Updated: July 12, 2012)

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Thanks Andy!

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How Can Fiduciaries Protect Clients From Overpaying For Life Insurance?

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michaelm213 July 12, 2012
(Updated: July 12, 2012)

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Thanks Andy!

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Monthly Economic Update And Investment Outlook From Fritz Meyer For July 2012

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michaelm213 July 09, 2012
(Updated: July 09, 2012)

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Always informative. Thx.!

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Tax Rules Affecting Advisor Clients Under “Obama-Care” Plus A Charitable Planning Update

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michaelm213 July 05, 2012
(Updated: July 05, 2012)

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Thanks Andy!

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Where Has The Financial Advice Profession Gone Wrong?

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michaelm213 June 28, 2012
(Updated: June 28, 2012)

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Thx Andy.

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Panic Protection: Fritz Meyer’s Monthly Economic Update For June 2012

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michaelm213 June 07, 2012
(Updated: June 07, 2012)

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Thx Andy!

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Panic Protection: Fritz Meyer’s Monthly Economic Update For June 2012

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michaelm213 June 07, 2012
(Updated: June 07, 2012)

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Thx Andy!

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The Answer For Today's RIAs Is Active Management, Says Successful RIA-Owner Ken Solow

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michaelm213 May 31, 2012
(Updated: May 31, 2012)

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Practice Management Ideas For RIAs

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michaelm213 May 16, 2012
(Updated: May 16, 2012)

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Thanks Andy! Very interesting.

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Taxation Of Securities Transactions

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michaelm213 May 10, 2012
(Updated: May 10, 2012)

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Monthly Economic Update And Investment Outlook From Fritz Meyer For May 2012

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michaelm213 May 07, 2012
(Updated: May 07, 2012)

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Awesome!!!

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Monthly Economic Update And Investment Outlook From Fritz Meyer For April 2012

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michaelm213 April 09, 2012
(Updated: April 09, 2012)

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Thanks!

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Monthly Economic Update And Investment Outlook From Fritz Meyer For March 2012

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michaelm213 March 12, 2012
(Updated: March 12, 2012)

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Thanks Andy.

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Tax And Asset Protection Strategies For Doctors, Lawyers And Other Professionals

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michaelm213 March 08, 2012
(Updated: March 08, 2012)

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Awareness, Stickiness And Leads: How RIAs Can Use Social Media Compliantly

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michaelm213 February 23, 2012
(Updated: February 23, 2012)

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Thanks Andy.

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Rigged Money: Asset Classes Now Overlap And Their Diversification Is A Myth

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michaelm213 February 16, 2012
(Updated: February 16, 2012)

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Monthly Economic Update And Investment Outlook From Fritz Meyer For February 2012

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michaelm213 February 13, 2012
(Updated: February 13, 2012)

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Assessing Major Risks To Retirement Plans

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michaelm213 February 09, 2012
(Updated: February 09, 2012)

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Very helpful. Thx!

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Monthly Economic Update And Investment Outlook From Fritz Meyer For December 2011

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michaelm213 December 12, 2011
(Updated: December 12, 2011)

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Very helpful info, especially in debunking all the misleading media hype. Real value added for client discussions. Thanks.

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