Reviews written by Bernardj31

What's The Difference Between A CFA®, CIMA®, CPWA®, CFP®, And CPA/PFS?

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Bernardj31 April 25, 2013
(Updated: April 25, 2013)

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Broad interest

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Fritz Meyer's Monthly Economic Update And Investment Outlook For April 2013

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Bernardj31 April 08, 2013
(Updated: April 08, 2013)

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GREAT!

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The 3.8% Surtax On Net Investment Income

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Bernardj31 April 04, 2013
(Updated: April 04, 2013)

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Very sophisticated -- challenging

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Keebler On 2013 Tax Law Changes

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Bernardj31 January 13, 2013
(Updated: January 13, 2013)

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Bob is always great. Followed him for many years.s

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Monthly Economic Update And Investment Outlook From Fritz Meyer For December 2012

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Bernardj31 December 10, 2012
(Updated: December 10, 2012)

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-

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Assessing Your Clients' Tolerance For Investment Risk

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Bernardj31 November 29, 2012
(Updated: November 29, 2012)

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Fantastic

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Trust Topics And Trends For Financial Advisors

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Bernardj31 October 11, 2012
(Updated: October 11, 2012)

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Very helpful.

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Understanding The 3.8% Excise Tax

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Bernardj31 August 02, 2012
(Updated: August 02, 2012)

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Bob Keebler is always excellent. Thanks for the opportunity.

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Panic Protection: Fritz Meyer’s Monthly Economic Update For June 2012

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Bernardj31 June 07, 2012
(Updated: June 07, 2012)

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Very interesting!!

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Panic Protection: Fritz Meyer’s Monthly Economic Update For June 2012

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Bernardj31 June 07, 2012
(Updated: June 07, 2012)

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Very interesting!!

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The Answer For Today's RIAs Is Active Management, Says Successful RIA-Owner Ken Solow

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Bernardj31 May 31, 2012
(Updated: May 31, 2012)

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-

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June 2011 Economy Update From Fritz Meyer

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Bernardj31 June 06, 2011
(Updated: June 06, 2011)

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-

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Oil, Gold, And Portfolio Design

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Bernardj31 May 19, 2011
(Updated: May 19, 2011)

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Very interesting, especially the "marginal price" for oil at $80. It would be great to "drill down" on that number. Then, compare that analysis with what some sponsers claim....

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May 2011 Economy Update From Fritz Meyer

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Bernardj31 May 09, 2011
(Updated: May 09, 2011)

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-

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April 2011 Economy Update With Fritz Meyer

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Bernardj31 April 14, 2011
(Updated: April 14, 2011)

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One of the best programs I have viewed!

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The Death Of Buy & Hold Has Been Greatly Exaggerated

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Bernardj31 January 06, 2011
(Updated: January 06, 2011)

4.0
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-

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Seizing The Roth IRA Opportunity With Clients And Prospects

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Bernardj31 December 10, 2009
(Updated: December 10, 2009)

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Very effective - Very helpful

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Life Planning And The Financial Crisis

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Bernardj31 May 21, 2009
(Updated: May 21, 2009)

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it is the best!

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Investment Tax Management: Turn Clients' Biggest Expense Into An Opportunity

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Bernardj31 May 14, 2009
(Updated: May 14, 2009)

4.0
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-

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Google AdWords For Advisors

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Bernardj31 April 16, 2009
(Updated: April 16, 2009)

3.0
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WE ARE REFERRAL ONLY FOR 40 YEARS BUT IT WAS OF SOME INTEREST. BERNARD JONGEWAARD

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