Reviews written by mecdatlanta

LEARN, COMMIT, SUSTAIN: Client Education And Retention

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mecdatlanta August 20, 2015
(Updated: August 20, 2015)

5.0
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Fritz Meyer Economic And Investment Update, August 2015

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mecdatlanta August 10, 2015
(Updated: August 10, 2015)

5.0
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IRAs, Roth IRAs And Investment Advisors

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mecdatlanta June 01, 2015
(Updated: June 01, 2015)

5.0
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Fritz Meyer Economic And Investment Update, May 2015

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mecdatlanta May 11, 2015
(Updated: May 11, 2015)

5.0
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Everything A Financial Advisor Needs To Know About College Funding And Taxes

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mecdatlanta April 23, 2015
(Updated: April 23, 2015)

5.0
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Tax Planning For Concentrated Low-Basis Positions, Options, And Margin Accounts

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mecdatlanta March 19, 2015
(Updated: March 19, 2015)

5.0
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Fritz Meyer Economic And Investment Update, March 2015

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mecdatlanta March 09, 2015
(Updated: March 09, 2015)

4.0
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Good, but with much repetition relative previous presentations. If it were my first time, I would grade it excellent.

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What Will Drive Yields In 2015?

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mecdatlanta March 05, 2015
(Updated: March 05, 2015)

4.0
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2015 Tax Traps, Tips, And Tricks For Investment Advisers

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mecdatlanta February 26, 2015
(Updated: February 26, 2015)

5.0
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How To Run An RIA Utilizing Tax-Efficient Investment Techniques

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mecdatlanta February 19, 2015
(Updated: February 19, 2015)

4.0
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Tax Reporting On Stock Compensation Earned In 2014

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mecdatlanta February 12, 2015
(Updated: February 12, 2015)

3.0
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Very good. Unfortunately, Bruce seems to mumble a lot and (while talking fast) I couldn't make out everything he was saying.

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Fritz Meyer Economic And Investment Update, February 2015

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mecdatlanta February 09, 2015
(Updated: February 09, 2015)

5.0
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Awesome!

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A Detailed Guide To IRS Form 1040 For IA Reps (2 CE Credits)

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mecdatlanta January 22, 2015
(Updated: January 22, 2015)

5.0
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awesome

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Fritz Meyer Economic And Investment Update, December 2014

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mecdatlanta December 08, 2014
(Updated: December 08, 2014)

5.0
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Very insightful.

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Protecting Your RIA From Cyber Threats

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mecdatlanta December 04, 2014
(Updated: December 04, 2014)

4.0
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Managing Clients Tax Effectively In 2015, And Year-End Reminders For 2014

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mecdatlanta November 20, 2014
(Updated: November 20, 2014)

5.0
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-

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Volatile Times: Should You Adjust Your Allocation?

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mecdatlanta November 13, 2014
(Updated: November 13, 2014)

4.0
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Would have liked to have seen how back-data testing performance looks. Seems that he only covered a unique "black swan" event period. Anything long that period would underperform. ...

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Fritz Meyer, Live From IMPACT In Denver, Reviews Bernanke's Speech And Investment Sessions

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mecdatlanta November 06, 2014
(Updated: November 06, 2014)

5.0
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-

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Last Chance: Alert Widowed Clients Of Portability

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mecdatlanta October 30, 2014
(Updated: October 30, 2014)

5.0
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-

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How Advisors Can Encourage Good Behavior In Retirement Investors

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mecdatlanta August 21, 2014
(Updated: August 21, 2014)

4.0
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-

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Fritz Meyer Economic And Investment Update, August 2014

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

5.0
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-

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75 Ways To Generate Tax-Alpha (Part 2) (Two CE credits)*

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mecdatlanta June 26, 2014
(Updated: June 26, 2014)

5.0
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I now know better how to uncover opportunities to seize or pitfalls to avoid -- that's my job as the advisor to my clients. Great sessions Bob! Thanks a million!!!...

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Fritz Meyer Economic And Investment Update, June 2014 (Two CE credits)*

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mecdatlanta June 09, 2014
(Updated: June 09, 2014)

5.0
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-

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Making Your RIA GIPS® Compliant

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mecdatlanta June 05, 2014
(Updated: June 05, 2014)

3.0
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-

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