Reviews written by david pr512

75 Ways To Generate Tax-Alpha (Part 3) (Two CE credits)*

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david pr512 July 10, 2014
(Updated: July 10, 2014)

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75 Ways To Generate Tax-Alpha (Part 2) (Two CE credits)*

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david pr512 June 26, 2014
(Updated: June 26, 2014)

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Good stuff...

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How To Set Up And Run An Internship Program At An RIA

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david pr512 June 12, 2014
(Updated: June 12, 2014)

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Fritz Meyer Economic And Investment Update, June 2014 (Two CE credits)*

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david pr512 June 09, 2014
(Updated: June 09, 2014)

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75 Ways To Generate Tax-Alpha (Part 1) (Two CE credits)*

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david pr512 May 28, 2014
(Updated: May 28, 2014)

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Very well done!

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Fritz Meyer Economic And Investment Update, May 2014

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david pr512 May 12, 2014
(Updated: May 12, 2014)

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SEC's New RIA Guidance On Social Media

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david pr512 May 08, 2014
(Updated: May 08, 2014)

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Applying Behavioral Finance Research To Mass-Affluent Financial Planning Engagements

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david pr512 April 10, 2014
(Updated: April 10, 2014)

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Inflation And Asset Performance

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david pr512 April 03, 2014
(Updated: April 03, 2014)

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Provided great food for thought even though we utilize a tactical AA approach

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Fritz Meyer Economic And Investment Update, March 2014

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david pr512 March 10, 2014
(Updated: March 10, 2014)

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An Advisor's Guide To Restricted Stock And Trends In Equity Compensation

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david pr512 March 06, 2014
(Updated: March 06, 2014)

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Bruce went through too much material for the time alloted

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An Advisor's Guide To The Proper Use Of Life Insurance

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david pr512 February 20, 2014
(Updated: February 20, 2014)

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With A Correction Upon Us, Fritz Meyer Economic And Investment Update; February 2014

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david pr512 February 10, 2014
(Updated: February 10, 2014)

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well done

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Fritz Meyer Economic And Investment Update, January 2014

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david pr512 January 13, 2014
(Updated: January 13, 2014)

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3.8% Surtax On Net Investment Income: The Final Regs

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david pr512 December 19, 2013
(Updated: December 19, 2013)

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2014 Estate Planning Update For Financial Planners

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david pr512 December 12, 2013
(Updated: December 12, 2013)

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well done & digital storage questionnaire will be helpful

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Fritz Meyer Economic And Investment Update, August 2013

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david pr512 August 12, 2013
(Updated: August 12, 2013)

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Attributes Of Major Asset Classes And Associated Behavioral Finance Issues

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david pr512 July 18, 2013
(Updated: July 18, 2013)

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The Chinese Boom And Bust Economic Cycle: What Private Wealth Advisors Need to Know

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david pr512 June 20, 2013
(Updated: June 20, 2013)

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Confirms other data gathered on China

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Six Steps To Building A Practice For Succession - The Next Gen Way

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david pr512 March 14, 2013
(Updated: March 14, 2013)

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

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david pr512 March 11, 2013
(Updated: March 11, 2013)

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

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david pr512 February 11, 2013
(Updated: February 11, 2013)

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

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david pr512 January 17, 2013
(Updated: January 17, 2013)

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Keebler On 2013 Tax Law Changes

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david pr512 January 13, 2013
(Updated: January 13, 2013)

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Fritz Meyer's Economic Update And Investment Outlook For January 2013

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david pr512 January 07, 2013
(Updated: January 07, 2013)

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too long -- over 1 hr

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