Reviews written by jamesb413

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

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jamesb413 October 09, 2017
(Updated: October 09, 2017)

5.0
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Excellent

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Fritz Meyer Economic Update, September 2017

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jamesb413 September 11, 2017
(Updated: September 11, 2017)

5.0
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Outstanding

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Fritz Meyer Economic Update, August 2017

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jamesb413 August 07, 2017
(Updated: August 07, 2017)

5.0
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Why You Must Discuss Asset Protection With Every Client, And What You Should Say

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jamesb413 July 26, 2017
(Updated: July 26, 2017)

5.0
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Only gave my pal Gideon a "4" on learning objectives, because he never got around (at least forthrightly) to the "What Should You Say" portion of asset protection. After all,...

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

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jamesb413 July 10, 2017
(Updated: July 10, 2017)

5.0
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Excellent

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Capitalizing On Your Competitive Advantage Of Advising On A Low-Cost Diversified Core Portfolio

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jamesb413 June 28, 2017
(Updated: June 28, 2017)

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Excellent, as usual. I only wish I possessed Craig's facility for constructing powerful spreadsheets THAT ARE ALSO EASY ON THE EYES!

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Strategic Tax-Sensitive Draw-Downs On Retirement Portfolios

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jamesb413 June 21, 2017
(Updated: June 21, 2017)

2.0
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Terrible. If I wanted or needed a course on the income taxation of investments (I don't), I would seek out a far more detailed course AND a far more coherent...

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Fritz Meyer Economic Update, June 2017

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jamesb413 June 12, 2017
(Updated: June 12, 2017)

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Great

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Inflation, Returns, And Portfolio Management

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jamesb413 May 24, 2017
(Updated: May 24, 2017)

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Informative

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Fritz Meyer Economic Update, May 2017

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jamesb413 May 08, 2017
(Updated: May 08, 2017)

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excellent

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How Long Is The Long-Run?

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jamesb413 April 26, 2017
(Updated: April 26, 2017)

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Excellent, and I mean both halves. Andy, you're exit announcement sounded as if you were receiving flack for running on at such length. I hope that wasn't the case. I...

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

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jamesb413 April 10, 2017
(Updated: April 10, 2017)

5.0
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Excellent

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RMDs And Retirement Portfolio Survival, Part Two

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jamesb413 March 15, 2017
(Updated: March 15, 2017)

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Excellent

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Fritz Meyer Economic Update, March 2017

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jamesb413 March 13, 2017
(Updated: March 13, 2017)

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Excellent

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Fritz Meyer Economic Update, February 2017

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jamesb413 February 13, 2017
(Updated: February 13, 2017)

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Excellent

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

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jamesb413 January 09, 2017
(Updated: January 09, 2017)

5.0
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Excellent

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Smart Beta: Useful Or Not?

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jamesb413 December 13, 2016
(Updated: December 13, 2016)

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Excellent

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Fritz Meyer Economic Update, December 2016

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jamesb413 December 12, 2016
(Updated: December 12, 2016)

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Excellent

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

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jamesb413 October 13, 2016
(Updated: October 13, 2016)

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Excellent

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Fritz Meyer Economic Update, September 2016

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jamesb413 September 12, 2016
(Updated: September 12, 2016)

5.0
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Outstanding

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Investment Basics For Advisors To Teach Prospects And Clients

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jamesb413 August 24, 2016
(Updated: August 24, 2016)

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Fritz Meyer Economic Update, August 2016

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jamesb413 August 08, 2016
(Updated: August 08, 2016)

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

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jamesb413 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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jamesb413 June 29, 2016
(Updated: June 29, 2016)

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Fritz Meyer Economic And Investment Update, June 2016

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jamesb413 June 13, 2016
(Updated: June 13, 2016)

5.0
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Excellent

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