Reviews written by mariorhernandez

Fritz Meyer Economic And Investment Update, September 2014

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mariorhernandez September 08, 2014
(Updated: September 08, 2014)

5.0
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Excellent presentation

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How Advisors Can Encourage Good Behavior In Retirement Investors

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

4.0
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Excellent presentation. Interesting concept.

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Fritz Meyer Economic And Investment Update, August 2014

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

5.0
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75 Ways To Generate Tax-Alpha (Part 3) (Two CE credits)*

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mariorhernandez July 10, 2014
(Updated: July 10, 2014)

5.0
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Fritz Meyer's Third Quarter Roundup On Economics And Investments -- Two CE Credits

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

4.0
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Excellent presenation!

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How To Set Up And Run An Internship Program At An RIA

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mariorhernandez June 12, 2014
(Updated: June 12, 2014)

4.0
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Bracket Management And Tax-Aware Investing

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mariorhernandez April 24, 2014
(Updated: April 24, 2014)

5.0
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Excellent presentation!

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Applying Behavioral Finance Research To Mass-Affluent Financial Planning Engagements

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mariorhernandez April 10, 2014
(Updated: April 10, 2014)

4.0
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Fritz Meyer Economic And Investment Update, April 2014

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mariorhernandez April 07, 2014
(Updated: April 07, 2014)

5.0
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Inflation And Asset Performance

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mariorhernandez April 03, 2014
(Updated: April 03, 2014)

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Excellent!

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An Advisor's Guide To The Proper Use Of Life Insurance

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mariorhernandez February 20, 2014
(Updated: February 20, 2014)

4.0
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Good presentation, but would be good to provide more general recommendations for using life insurance not just for high net worth individuals.

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The Safe Retirement Withdrawal Rate Problem: A Simple, New Approach

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mariorhernandez February 06, 2014
(Updated: February 06, 2014)

5.0
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Very interesting approach to retirement planning.

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Measuring Diversification & Non-Market Beta: A Quantitative Approach To Driving Sustainable Returns

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mariorhernandez January 23, 2014
(Updated: January 23, 2014)

4.0
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Fritz Meyer Economic And Investment Update, January 2014

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mariorhernandez January 13, 2014
(Updated: January 13, 2014)

5.0
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Excellent presentation!

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2014 Estate Planning Update For Financial Planners

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mariorhernandez December 12, 2013
(Updated: December 12, 2013)

5.0
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Excellent estate planning overview

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Fritz Meyer Economic And Investment Update, December 2013

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

4.0
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Another excellent presentation. A lof of good information,

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The Problem Of Chasing Performance

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mariorhernandez November 21, 2013
(Updated: November 21, 2013)

4.0
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Fritz Meyer Economic And Investment Update, November 2013

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mariorhernandez November 11, 2013
(Updated: November 11, 2013)

5.0
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Excellent market & economic update.

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The Big Impact Of Seemingly Small Decisions In Retirement Income Planning

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mariorhernandez November 07, 2013
(Updated: November 07, 2013)

4.0
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Nice piece of software, but not sure if it gives you the ability to drill down in reports to see how results were arrived at.

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Fritz Meyer Economic And Investment Update, October 2013

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mariorhernandez October 07, 2013
(Updated: October 07, 2013)

5.0
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Excellent presentation

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Same Economics, Different Taxes: Opportunities For Generating After-Tax Alpha

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mariorhernandez September 19, 2013
(Updated: September 19, 2013)

3.0
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Fritz Meyer Economic And Investment Update, September 2013

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

5.0
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Excellent presentation

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Year-End Tax Planning Strategies

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mariorhernandez August 15, 2013
(Updated: August 15, 2013)

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Excellent tax analysis information

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Life & Disability Insurance; Six Current Case Studies

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mariorhernandez August 01, 2013
(Updated: August 01, 2013)

4.0
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