Reviews written by bbshrestha

Fritz Meyer's 1Q2016 Roundup (2 CPE credits)

Webinars

bbshrestha April 11, 2016
(Updated: April 11, 2016)

5.0
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IRAs And Roth IRAs After A Client Dies

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bbshrestha March 30, 2016
(Updated: March 30, 2016)

4.0
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Retirement Portfolios Rated For Survivability Over 56 Rolling 35-Year Periods

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bbshrestha March 23, 2016
(Updated: March 23, 2016)

5.0
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Fritz Meyer Economic And Investment Update, March 2016

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bbshrestha March 07, 2016
(Updated: March 07, 2016)

5.0
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Lessons From 46-Years Of Monthly Returns

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bbshrestha February 24, 2016
(Updated: February 24, 2016)

4.0
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Fritz Meyer Economic And Investment Update, September 2015

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bbshrestha September 07, 2015
(Updated: September 07, 2015)

5.0
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Fritz Meyer Economic And Investment Update, June 2015

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bbshrestha June 08, 2015
(Updated: June 08, 2015)

5.0
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Retirement Portfolio Adequacy

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bbshrestha May 14, 2015
(Updated: May 14, 2015)

4.0
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Fritz Meyer Economic And Investment Update, August 2014

Webinars

bbshrestha August 11, 2014
(Updated: August 11, 2014)

5.0
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Great, but really need to strive to keep it at 75 to 80 minutes max.

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Fritz Meyer's Third Quarter Roundup On Economics And Investments -- Two CE Credits

Webinars

bbshrestha July 07, 2014
(Updated: July 07, 2014)

5.0
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Fritz Meyer Economic And Investment Update, May 2014

Webinars

bbshrestha May 12, 2014
(Updated: May 12, 2014)

5.0
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Fritz Meyer Economic And Investment Update, December 2013

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bbshrestha December 09, 2013
(Updated: December 09, 2013)

5.0
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Great as always!

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Fritz Meyer Economic And Investment Update, September 2013

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bbshrestha September 09, 2013
(Updated: September 09, 2013)

5.0
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Fritz Meyer Economic & Investment Update, July 2013

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bbshrestha July 08, 2013
(Updated: July 08, 2013)

5.0
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Fritz Meyer's Monthly Economic Update And Investment Outlook For February 2013

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bbshrestha February 11, 2013
(Updated: February 11, 2013)

5.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For July 2012

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

5.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For January 2012

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bbshrestha January 09, 2012
(Updated: January 09, 2012)

5.0
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Study: Long-Term Bond Fund Investors Perform Better Than Expected In A Period Of Rising Rates

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bbshrestha August 04, 2011
(Updated: August 04, 2011)

5.0
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Harold Evensky On What's New In Wealth Management

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bbshrestha July 28, 2011
(Updated: July 28, 2011)

4.0
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July 2011 Economy Update With Fritz Meyer

Webinars

bbshrestha July 11, 2011
(Updated: July 11, 2011)

5.0
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This was outstanding. My first Fritz Meyer seminar. Plan to attend all future ones. Good data supporting his points. Without the data, I would not believe his...

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Estate And Financial Planning Client Intake: A Streamlined Values-Based Approach

Webinars

bbshrestha June 16, 2011
(Updated: June 16, 2011)

5.0
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It was great. This is the first time I am being exposed to this approach.

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Oil, Gold, And Portfolio Design

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bbshrestha May 19, 2011
(Updated: May 19, 2011)

4.0
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