Reviews written by Rock

Fritz Meyer Economic And Investment Update, August 2014

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

5.0
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could cut some slides

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Bracket Management And Tax-Aware Investing

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

5.0
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-

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The Psychology Of Risk: The Behavioral Finance Perspective

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Rock February 27, 2014
(Updated: February 27, 2014)

3.0
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a little hard to translate to usable actions

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2014 Compliance: Are You Ready For An Exam?

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Rock January 09, 2014
(Updated: January 09, 2014)

5.0
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-

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Fritz Meyer Economic & Investment Update, July 2013

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Rock July 08, 2013
(Updated: July 08, 2013)

5.0
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very knowledgeable

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

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Rock May 13, 2013
(Updated: May 13, 2013)

5.0
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-

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The 3.8% Surtax On Net Investment Income

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

5.0
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always professional and good technical depth

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A New Approach To Safe Retirement Withdrawal Rates

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Rock February 14, 2013
(Updated: February 14, 2013)

5.0
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very worthwhile

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Data Security For Financial Advisors

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Rock February 07, 2013
(Updated: February 07, 2013)

2.0
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-

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Rebalancing Software For RIAs: Vendors, Benefits & Capabilities

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Rock October 18, 2012
(Updated: October 18, 2012)

1.0
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very light on content. Speaker did not have useful answers to questions. Very little content beyond a list of what software is available, and a list of possible...

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3Q Tax Developments & Securities Transactions

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Rock October 04, 2012
(Updated: October 04, 2012)

3.0
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-

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Tax Rules Affecting Advisor Clients Under “Obama-Care” Plus A Charitable Planning Update

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Rock July 05, 2012
(Updated: July 05, 2012)

5.0
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excellent. knows his material

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Practical Tips For RIAs To Move To The Cloud Compliantly

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Rock April 19, 2012
(Updated: April 19, 2012)

3.0
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too generic

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Cloud Computing For RIAs: Compliance Tips And Practical Considerations When Moving Client Records

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Rock March 29, 2012
(Updated: March 29, 2012)

3.0
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too generic

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