Reviews written by jgoedtke

Fritz Meyer Quarterly Economic Update, April 2018 (Two Credits)

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jgoedtke April 09, 2018

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Maximizing The New 20% Deduction On Pass-Throughs

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jgoedtke March 28, 2018

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How Much Diversification Is Enough And What's It Cost?

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jgoedtke March 21, 2018

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Inflation And Asset Performance: A 92-Year Review

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jgoedtke February 21, 2018
(Updated: February 21, 2018)

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Bravo!

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Fritz Meyer Economic Update, February 2018

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jgoedtke February 06, 2018
(Updated: February 06, 2018)

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Performance Of Diversified Portfolios, 1970-2017

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jgoedtke January 24, 2018
(Updated: January 24, 2018)

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Make Investment Review Meetings More Productive

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jgoedtke December 13, 2017
(Updated: December 13, 2017)

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OUTSTANDING!

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Fritz Meyer Economic Update, September 2017

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jgoedtke September 11, 2017
(Updated: September 11, 2017)

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Shifts In The Efficient Frontier Over The Decades

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jgoedtke August 23, 2017
(Updated: August 23, 2017)

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Fritz Meyer Economic Update, August 2017

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jgoedtke August 07, 2017
(Updated: August 07, 2017)

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Fritz Meyer Quarterly Economic Update, July 2017 (Two Credits)

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jgoedtke July 10, 2017
(Updated: July 10, 2017)

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Inflation, Returns, And Portfolio Management

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jgoedtke May 24, 2017
(Updated: May 24, 2017)

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outstanding AS ALWAYS!

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How Long Is The Long-Run?

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jgoedtke April 26, 2017
(Updated: April 26, 2017)

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Fritz Meyer Quarterly Economic Update, April 2017 (Two Credits)

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jgoedtke April 10, 2017
(Updated: April 10, 2017)

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Portfolio Survival With A Fixed Or CPI-Indexed COLA, Or RMD-Based Withdrawals

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jgoedtke February 22, 2017
(Updated: February 22, 2017)

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OUTSTANDING!

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Fritz Meyer Economic Update, February 2017

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jgoedtke February 13, 2017
(Updated: February 13, 2017)

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Very positive confidence builder.

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Fritz Meyer Quarterly Economic Update, January 2017 (Two Credits)

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jgoedtke January 09, 2017
(Updated: January 09, 2017)

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Valid and supported information.

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Fritz Meyer's 3Q 2016 Economic Roundup – Two Credits

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jgoedtke October 13, 2016
(Updated: October 13, 2016)

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Excellent reframing of the current economic situation.

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Inflation And Investing Since 1970

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jgoedtke September 28, 2016
(Updated: September 28, 2016)

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Excellent!

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Performance And Risk Metrics For Clients

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jgoedtke July 27, 2016
(Updated: July 27, 2016)

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Excellent!

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The DOL's New Fiduciary Rule

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jgoedtke May 19, 2016
(Updated: May 19, 2016)

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Good topic. Could use more on the potential liability going forward. The enforcement sections of the rule seems to indicate one contract issue could blow all the exemptions....

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The Math Of Retirement

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jgoedtke December 03, 2015
(Updated: December 03, 2015)

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Very helpful tools and concept to use with clients of all ages.

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Attributes Of Major Asset Classes And Associated Behavioral Finance Issues

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jgoedtke July 18, 2013
(Updated: July 18, 2013)

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Very good. Would like more information on how to keep the client engaged in the portfolio for the long haul. A continuous education campaign to go with the...

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