Reviews written by meridianfinancial

67 results - showing 26 - 50  
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meridianfinancialmeridianfinancial   July 11, 2016
(Updated: July 11, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

I couldnt see where to ask questions as I have in the past. I define the market risk premium the way I learned it in CFA. The difference...

Financial Planning
meridianfinancialmeridianfinancial   May 06, 2016
Overall rating 
 
 
3.3
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
2.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

Very steep lerarning curve

No software is perfect. All of them have flaws. Know what you can overlook ahead of time. If the program does not do something perfectly that is key for...

meridianfinancialmeridianfinancial   March 07, 2016
(Updated: March 07, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

excellent as always

meridianfinancialmeridianfinancial   February 08, 2016
(Updated: February 08, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

sorry audio broke down

meridianfinancialmeridianfinancial   December 07, 2015
(Updated: December 07, 2015)
5.0
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Poor Average Excellent
meridianfinancialmeridianfinancial   July 13, 2015
(Updated: July 13, 2015)
5.0
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excellent as always

meridianfinancialmeridianfinancial   May 11, 2015
(Updated: May 11, 2015)
5.0
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Always love hearing what Fritz has to say. Would be interested in seeing chart with ratio of NYSE margin debt to total stock market value. (Dow Jones Total...

meridianfinancialmeridianfinancial   March 09, 2015
(Updated: March 09, 2015)
5.0
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meridianfinancialmeridianfinancial   February 09, 2015
(Updated: February 09, 2015)
5.0
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Always very informative and helpful

meridianfinancialmeridianfinancial   December 08, 2014
(Updated: December 08, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

always informative.

meridianfinancialmeridianfinancial   October 13, 2014
(Updated: October 13, 2014)
5.0
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Poor Average Excellent

I look forward every month to this presentation. He always gives me something new to consider. Great job.

meridianfinancialmeridianfinancial   September 08, 2014
(Updated: September 08, 2014)
5.0
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Poor Average Excellent

AWESOME. so helpful.

meridianfinancialmeridianfinancial   August 11, 2014
(Updated: August 11, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

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meridianfinancialmeridianfinancial   July 07, 2014
(Updated: July 07, 2014)
5.0
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meridianfinancialmeridianfinancial   November 14, 2013
(Updated: November 14, 2013)
4.0
Average Attendee Rating
Poor Average Excellent

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meridianfinancialmeridianfinancial   August 12, 2013
(Updated: August 12, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

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meridianfinancialmeridianfinancial   August 01, 2013
(Updated: August 01, 2013)
5.0
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Poor Average Excellent

Excellent presentation. Extremely informative.

meridianfinancialmeridianfinancial   July 18, 2013
(Updated: July 18, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

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meridianfinancialmeridianfinancial   March 28, 2013
(Updated: March 28, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

excellent tool. very innovative. timely.

meridianfinancialmeridianfinancial   February 28, 2013
(Updated: February 28, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

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meridianfinancialmeridianfinancial   February 14, 2013
(Updated: February 14, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

great addition to the whole retirement planning discussion. Have never seen actual modelling of SPIA and GLWD with stocks/bonds

meridianfinancialmeridianfinancial   January 31, 2013
(Updated: January 31, 2013)
4.0
Average Attendee Rating
Poor Average Excellent

It is always hard to work on your business when you are really busy working in the business. All good stuff mentioned today.

meridianfinancialmeridianfinancial   January 24, 2013
(Updated: January 24, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

Love his research. REad alot of his writing in professional journals. Really liked todays webinar.

meridianfinancialmeridianfinancial   January 17, 2013
(Updated: January 17, 2013)
4.0
Average Attendee Rating
Poor Average Excellent

Good basic information.

67 results - showing 26 - 50  
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