Reviews written by aubreym858

Fritz Meyer Economic And Investment Update, September 2013

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aubreym858 September 09, 2013
(Updated: September 09, 2013)

5.0
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excellent as usual

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Fritz Meyer Economic & Investment Update, June 2013

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aubreym858 June 10, 2013
(Updated: June 10, 2013)

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great info as usual

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Practitioner Forum: RIAs Acquiring RIAs: Challenges, Due Diligence, Deal Structure

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aubreym858 January 17, 2013
(Updated: January 17, 2013)

4.0
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Enjoyed

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Policies Combining Life Insurance With Long-Term Care Insurance: The Good And Bad

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aubreym858 December 13, 2012
(Updated: December 13, 2012)

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Our office likes this concept

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

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aubreym858 December 10, 2012
(Updated: December 10, 2012)

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-

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Keebler’s Top 10 IRA Strategies Update & Drawdown Techniques

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aubreym858 November 18, 2012
(Updated: November 18, 2012)

5.0
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Always very helpful

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RIA Fee Structure: Earning Fees In An Era When Investment Management Is Commoditized

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aubreym858 September 27, 2012
(Updated: September 27, 2012)

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

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aubreym858 September 10, 2012
(Updated: September 10, 2012)

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-

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

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aubreym858 August 13, 2012
(Updated: August 13, 2012)

5.0
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Plan for a longer session when Fritz is scheduled - no reason to rush him - most listeners can plan their calendars for longer...the information is very valuable...

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Understanding The 3.8% Excise Tax

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aubreym858 August 02, 2012
(Updated: August 02, 2012)

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always excellent

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How An RIA Garnered $110 Million AUM In Two Years Using Mindmaps

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aubreym858 July 26, 2012
(Updated: July 26, 2012)

4.0
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Very good information - what is the website he mentioned? Minemaping?

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How Can Fiduciaries Protect Clients From Overpaying For Life Insurance?

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aubreym858 July 12, 2012
(Updated: July 12, 2012)

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How Can Fiduciaries Protect Clients From Overpaying For Life Insurance?

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aubreym858 July 12, 2012
(Updated: July 12, 2012)

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

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aubreym858 July 09, 2012
(Updated: July 09, 2012)

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Always great

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

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aubreym858 July 05, 2012
(Updated: July 05, 2012)

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Where Has The Financial Advice Profession Gone Wrong?

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aubreym858 June 28, 2012
(Updated: June 28, 2012)

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Greatly enjoyed it...

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Tax Strategies For Business Owners

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aubreym858 June 21, 2012
(Updated: June 21, 2012)

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Informative and current

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The Rise And Fall Of The 4% Withdrawal Rate Rule On Retirement Portfolios

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aubreym858 May 17, 2012
(Updated: May 17, 2012)

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

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aubreym858 May 07, 2012
(Updated: May 07, 2012)

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Always well done - suggest extending his sesssions - most people would plan accordingly

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Rigged Money: Asset Classes Now Overlap And Their Diversification Is A Myth

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aubreym858 February 16, 2012
(Updated: February 16, 2012)

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Good confirmations

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

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aubreym858 January 09, 2012
(Updated: January 09, 2012)

5.0
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Always very informative

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June 2011 Economy Update From Fritz Meyer

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aubreym858 June 06, 2011
(Updated: June 06, 2011)

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Give him more time next time...excellent information

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Helping Business Owners Plan Their Exit Strategy

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aubreym858 February 03, 2011
(Updated: February 03, 2011)

3.0
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The Death Of Buy & Hold Has Been Greatly Exaggerated

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aubreym858 January 06, 2011
(Updated: January 06, 2011)

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Well done

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Year-End Tax Moves For 2010

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aubreym858 September 30, 2010
(Updated: September 30, 2010)

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Topic is timely

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