Reviews written by Shelstar1

104 results - showing 26 - 50  
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Tax Planning For Real Estate In 2021 And 2022
Webinars
Shelstar1Shelstar1   November 17, 2021
9.0
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Building Simple Low-Expense Diversified Portfolios, Craig Israelsen
Webinars
Shelstar1Shelstar1   November 10, 2021
10
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GDP Pickup Expected In Fourth Quarter; Fritz Meyer Economic Update, October 2021
Webinars
Shelstar1Shelstar1   October 11, 2021
10
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Are Stocks Overpriced? Fritz Meyer Economic Update, September 2021
Webinars
Shelstar1Shelstar1   September 13, 2021
10
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Asset Class Rotation On And Off The Efficient Frontier, 2001-2020, Craig Israelsen's August CE Webinar
Webinars
Shelstar1Shelstar1   August 25, 2021
9.0
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Tracking The Recovery; Fritz Meyer Economic Update, May 2021
Webinars
Shelstar1Shelstar1   May 10, 2021
9.0
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The Time To Plan For The Tax Wave Of 2021 Is Now
Webinars
Shelstar1Shelstar1   April 21, 2021
9.0
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How To Stay The Course, Professional Education Class
Webinars
Shelstar1Shelstar1   March 30, 2021
10
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The American Rescue Plan Act Of 2021: What Advisors Need To Know
Webinars
Shelstar1Shelstar1   March 24, 2021
9.0
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Optimizing Withdrawals From Taxable Portfolios
Webinars
Shelstar1Shelstar1   February 23, 2021
9.0
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51 Year Risk, Return, And Correlation Data On Seven Core Asset Classes
Webinars
Shelstar1Shelstar1   January 25, 2021
10
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2020 Post-Election Tax Planning CE For Professionals
Webinars
Shelstar1Shelstar1   November 11, 2020
9.0
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Excellent, Bob is amazing with this knowledge of tax and estate matters.

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RIA Regulatory Priorities & Inspection Deficiencies
Webinars
Shelstar1Shelstar1   October 13, 2020
9.0
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Good coverage of topics of importance

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Managing Capital Gains In 2020 And Beyond
Webinars
Shelstar1Shelstar1   October 07, 2020
8.0
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Investment Economics In The Covid Crisis; Fritz Meyer, September 2020 CE
Webinars
Shelstar1Shelstar1   September 07, 2020
9.0
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Low-Expense Investing For Tax, Financial & Investment Planning Professionals
Webinars
Shelstar1Shelstar1   August 26, 2020
9.0
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The New Math Driving 2020 Roth Conversions
Webinars
Shelstar1Shelstar1   July 08, 2020
9.0
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A lot of material!

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The New Math Driving 2020 Roth Conversions
Webinars
Shelstar1Shelstar1   July 08, 2020
10
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Diversification: How Much Is Enough?
Webinars
Shelstar1Shelstar1   June 24, 2020
9.0
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Coronavirus Financial Economic News For Advisors From Fritz Meyer
Webinars
Shelstar1Shelstar1   June 08, 2020
9.0
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Key Concepts For Fiduciaries In Designing Low-Expense Portfolios
Webinars
Shelstar1Shelstar1   May 27, 2020
9.0
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Low Inflation, Rates Near Zero: Fritz Meyer Updates
Webinars
Shelstar1Shelstar1   May 11, 2020
9.0
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Correcting Misleading Portfolio Illustrations Consumers Often Face
Webinars
Shelstar1Shelstar1   April 29, 2020
9.0
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The Coronavirus Crisis, Managing Cash, And Rebalancing
Webinars
Shelstar1Shelstar1   March 25, 2020
9.0
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Opportunities Post-Correction, And Amid Low Interest Rates
Webinars
Shelstar1Shelstar1   March 11, 2020
5.0
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A lot of info on buying options, which I do not use in my practice. While I realize Bob is a brilliant man, much of what he talks about...

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104 results - showing 26 - 50  
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