Reviews written by larrys719

RMDs And Retirement Portfolio Survival, Part Two

Webinars

larrys719 March 15, 2017
(Updated: March 15, 2017)

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2017 Tax Planning Opportunities And Traps For Investment Advisors

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larrys719 February 23, 2017
(Updated: February 23, 2017)

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

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larrys719 February 22, 2017
(Updated: February 22, 2017)

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

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larrys719 January 09, 2017
(Updated: January 09, 2017)

5.0
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As usual, an excellent webinar by Fritz

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Designing Portfolios For Accumulation And Distribution Lifecycles

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larrys719 October 26, 2016
(Updated: October 26, 2016)

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Improving After-Tax Returns

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larrys719 October 23, 2016
(Updated: October 23, 2016)

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Fritz Meyer Economic Update, August 2016

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larrys719 August 08, 2016
(Updated: August 08, 2016)

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Fritz Meyer's 2Q 2016 Economic Roundup (Two credits)

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larrys719 July 11, 2016
(Updated: July 11, 2016)

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BREXIT Breaking News Coverage: A Review Of The MSCI EAFE And EM Indexes

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larrys719 June 29, 2016
(Updated: June 29, 2016)

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Retirement Portfolio Torture Test, 1970-2015

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larrys719 April 27, 2016
(Updated: April 27, 2016)

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Fritz Meyer's 1Q2016 Roundup (2 CPE credits)

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larrys719 April 11, 2016
(Updated: April 11, 2016)

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IRAs And Roth IRAs After A Client Dies

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larrys719 March 30, 2016
(Updated: March 30, 2016)

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Retirement Portfolios Rated For Survivability Over 56 Rolling 35-Year Periods

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larrys719 March 23, 2016
(Updated: March 23, 2016)

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The radar graphs were excellent. Great topic with great applicability to our clients!

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2016 Tax Planning Opportunities And Traps For Investment Advisors

Webinars

larrys719 February 25, 2016
(Updated: February 25, 2016)

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Lessons From 46-Years Of Monthly Returns

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larrys719 February 24, 2016
(Updated: February 24, 2016)

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2015 Asset-Class Performance Versus 5-, 10-, and 15-Year Periods

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larrys719 January 27, 2016
(Updated: January 27, 2016)

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Fritz Meyer's 4Q2015 Roundup (2 CPE credits)

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larrys719 January 11, 2016
(Updated: January 11, 2016)

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What Markets Are Completely Missing About 2016

Webinars

larrys719 January 07, 2016
(Updated: January 07, 2016)

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I liked the fact that the speaker provided some specific suggestions regarding bonds, emerging markets, etc for 2016.

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The Math Of Retirement

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larrys719 December 03, 2015
(Updated: December 03, 2015)

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Fritz Meyer Economic And Investment Update, September 2015

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larrys719 September 07, 2015
(Updated: September 07, 2015)

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Year-End Tax Planning For Investment Advisers

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larrys719 August 27, 2015
(Updated: August 27, 2015)

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Timely topic. I will be starting Year-End Tax Planning with clients next week.

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Craig Israelsen Special Market Coverage

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larrys719 August 24, 2015
(Updated: August 24, 2015)

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Fritz Meyer Economic And Investment Update, August 2015

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larrys719 August 10, 2015
(Updated: August 10, 2015)

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Fritz Meyer Economic And Investment Update, June 2015

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larrys719 June 08, 2015
(Updated: June 08, 2015)

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Excellent as usual.

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IRAs, Roth IRAs And Investment Advisors

Webinars

larrys719 June 01, 2015
(Updated: June 01, 2015)

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