Reviews written by joelt703

65 results - showing 26 - 50  
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Fritz Meyer's 1Q2015 Analysis Webinar -- Two CE Credits
Webinars
joelt703joelt703   January 12, 2015
(Updated: January 12, 2015)
5.0
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Excellent, as always!

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Fritz Meyer Economic And Investment Update, December 2014
Webinars
joelt703joelt703   December 08, 2014
(Updated: December 08, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

Another super webinar by Fritz!

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PortfolioCenter
Portfolio Management
joelt703joelt703   November 11, 2014
Overall rating 
 
 
4.9
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
5.0
Fixed Income 
 
 
5.0
Tax Lot Accounting 
 
 
5.0
Trading 
 
 
5.0
Integrations 
 
 
5.0
Security 
 
 
5.0
Hosting 
 
 
5.0
Pricing 
 
 
4.0

excellent

very good

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Fritz Meyer Economic And Investment Update, November 2014
Webinars
joelt703joelt703   November 10, 2014
(Updated: November 10, 2014)
5.0
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Super! I don't mind that he went over the time. lots of great material.

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Fritz Meyer's 4Q2014 Analysis Webinar -- Two CE Credits
Webinars
joelt703joelt703   October 13, 2014
(Updated: October 13, 2014)
5.0
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Excellent! - as usual!

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Fritz Meyer's Third Quarter Roundup On Economics And Investments -- Two CE Credits
Webinars
joelt703joelt703   July 07, 2014
(Updated: July 07, 2014)
5.0
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Super!

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Fritz Meyer Economic And Investment Update, May 2014
Webinars
joelt703joelt703   May 12, 2014
(Updated: May 12, 2014)
5.0
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Great!

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Bracket Management And Tax-Aware Investing
Webinars
joelt703joelt703   April 24, 2014
(Updated: April 24, 2014)
5.0
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Super!

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Fritz Meyer Economic And Investment Update, March 2014
Webinars
joelt703joelt703   March 10, 2014
(Updated: March 10, 2014)
5.0
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Outstanding!

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With A Correction Upon Us, Fritz Meyer Economic And Investment Update; February 2014
Webinars
joelt703joelt703   February 10, 2014
(Updated: February 10, 2014)
5.0
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Excellent, as usual!

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The Safe Retirement Withdrawal Rate Problem: A Simple, New Approach
Webinars
joelt703joelt703   February 06, 2014
(Updated: February 06, 2014)
5.0
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An excellent new voice in retirement planning.

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Creating Tax-Alpha In Today's Interest And Tax Rate Environment
Webinars
joelt703joelt703   January 27, 2014
(Updated: January 27, 2014)
5.0
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Excellent!

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3.8% Surtax On Net Investment Income: The Final Regs
Webinars
joelt703joelt703   December 19, 2013
(Updated: December 19, 2013)
5.0
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-

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Fritz Meyer Economic And Investment Update, December 2013
Webinars
joelt703joelt703   December 09, 2013
(Updated: December 09, 2013)
5.0
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superb!

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Fritz Meyer Economic And Investment Update, November 2013
Webinars
joelt703joelt703   November 11, 2013
(Updated: November 11, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

Great, as usual!

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Year-End Tax Planning Strategies
Webinars
joelt703joelt703   August 15, 2013
(Updated: August 15, 2013)
5.0
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Super, as always!

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Fritz Meyer Economic And Investment Update, August 2013
Webinars
joelt703joelt703   August 12, 2013
(Updated: August 12, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

-

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Fritz Meyer's Monthly Economic Update And Investment Outlook For May 2013
Webinars
joelt703joelt703   May 13, 2013
(Updated: May 13, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

-

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From Efficient To Effective: Building A Multi-Asset Portfolio
Webinars
joelt703joelt703   May 09, 2013
(Updated: May 09, 2013)
5.0
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Poor Average Excellent

-

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Fritz Meyer's Monthly Economic Update And Investment Outlook For April 2013
Webinars
joelt703joelt703   April 08, 2013
(Updated: April 08, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

Fritz does a super job!

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Keebler’s Analysis Of 2013 Tax Planning Opportunities
Webinars
joelt703joelt703   February 28, 2013
(Updated: February 28, 2013)
5.0
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Poor Average Excellent

Super!

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Fritz Meyer's Monthly Economic Update And Investment Outlook For February 2013
Webinars
joelt703joelt703   February 11, 2013
(Updated: February 11, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

-

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Monthly Economic Update And Investment Outlook From Fritz Meyer For December 2012
Webinars
joelt703joelt703   December 10, 2012
(Updated: December 10, 2012)
5.0
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Poor Average Excellent

-

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Year End Income Tax Planning
Webinars
joelt703joelt703   September 06, 2012
(Updated: September 06, 2012)
5.0
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Poor Average Excellent

Excellent! Bob is a great resource

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Monthly Economic Update And Investment Outlook From Fritz Meyer For July 2012
Webinars
joelt703joelt703   July 09, 2012
(Updated: July 09, 2012)
5.0
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Poor Average Excellent

-

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65 results - showing 26 - 50  
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