Reviews written by rsmith757

Webinars

rsmith757 August 23, 2015
(Updated: August 23, 2015)

5.0
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Timely, full of seasoned knowledge, great fundamental insights based on data

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Fritz Meyer Economic And Investment Update, August 2015

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rsmith757 August 10, 2015
(Updated: August 10, 2015)

5.0
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Great as usual...I have a lot of confidence in Fritz. He makes the complex seem clear!

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Best Practices For Financial Planners In Minimizing Estate Tax

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rsmith757 July 30, 2015
(Updated: July 30, 2015)

5.0
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A lot of info...high level intro...calls for more reading to get full understanding but a good intro

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Mid-Year Compliance Self-Test For RIAs

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rsmith757 July 16, 2015
(Updated: July 16, 2015)

5.0
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Fritz Meyer's 3Q2015 Analysis Webinar -- Two CE Credits

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rsmith757 July 13, 2015
(Updated: July 13, 2015)

5.0
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Fritz Meyer Economic And Investment Update, June 2015

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rsmith757 June 08, 2015
(Updated: June 08, 2015)

5.0
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Great

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Fritz Meyer Economic And Investment Update, May 2015

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rsmith757 May 11, 2015
(Updated: May 11, 2015)

5.0
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Great as usual...

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Fritz Meyer's 2Q2015 Analysis Webinar -- Two CE Credits

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rsmith757 April 13, 2015
(Updated: April 13, 2015)

5.0
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Fritz Meyer Economic And Investment Update, March 2015

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rsmith757 March 09, 2015
(Updated: March 09, 2015)

5.0
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Dollar vs stock performance discussion

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What Will Drive Yields In 2015?

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rsmith757 March 05, 2015
(Updated: March 05, 2015)

4.0
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What Will Drive Yields In 2015?

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rsmith757 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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rsmith757 February 26, 2015
(Updated: February 26, 2015)

5.0
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Wide range of topics...too much, perhaps, to process for the viewers but excellent quality

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Fritz Meyer Economic And Investment Update, December 2014

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rsmith757 December 08, 2014
(Updated: December 08, 2014)

5.0
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Volatile Times: Should You Adjust Your Allocation?

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rsmith757 November 13, 2014
(Updated: November 13, 2014)

4.0
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-

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Fritz Meyer Economic And Investment Update, November 2014

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rsmith757 November 10, 2014
(Updated: November 10, 2014)

5.0
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-

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Last Chance: Alert Widowed Clients Of Portability

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rsmith757 October 30, 2014
(Updated: October 30, 2014)

5.0
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-

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Year-End Tax Planning Strategies For 2014

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rsmith757 September 11, 2014
(Updated: September 11, 2014)

5.0
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-

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Fritz Meyer Economic And Investment Update, September 2014

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rsmith757 September 08, 2014
(Updated: September 08, 2014)

5.0
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Just great...so thorough and data based...

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LinkedIn For RIAs, Ninja-Style

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rsmith757 July 24, 2014
(Updated: July 24, 2014)

5.0
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-

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What Every Advisor Needs To Know About Self-Directed IRAs

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rsmith757 July 17, 2014
(Updated: July 17, 2014)

5.0
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-

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

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rsmith757 July 07, 2014
(Updated: July 07, 2014)

5.0
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Bracket Management And Tax-Aware Investing

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rsmith757 April 24, 2014
(Updated: April 24, 2014)

5.0
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-

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Applying Behavioral Finance Research To Mass-Affluent Financial Planning Engagements

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rsmith757 April 10, 2014
(Updated: April 10, 2014)

5.0
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Fritz Meyer Economic And Investment Update, April 2014

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rsmith757 April 07, 2014
(Updated: April 07, 2014)

5.0
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-

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Fritz Meyer Economic And Investment Update, March 2014

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rsmith757 March 10, 2014
(Updated: March 10, 2014)

5.0
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-

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