Reviews written by jslayton

208 results - showing 126 - 150  
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Performance Of Diversified Portfolios, 1970-2017
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jslaytonjslayton   January 24, 2018
(Updated: January 24, 2018)
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Fritz Meyer Quarterly Economic Update, January 2018 (Two Credits)
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jslaytonjslayton   January 08, 2018
(Updated: January 08, 2018)
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Fritz Meyer Economic Update, December 2017
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jslaytonjslayton   December 11, 2017
(Updated: December 11, 2017)
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Asset Class Correlations In Diversified Portfolios
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jslaytonjslayton   November 15, 2017
(Updated: November 15, 2017)
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How The New Tax Law Affects Year-End Planning
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jslaytonjslayton   November 01, 2017
(Updated: November 01, 2017)
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Fritz Meyer Quarterly Economic Update, October 2017 (Two Credits)
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jslaytonjslayton   October 09, 2017
(Updated: October 09, 2017)
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How Trump Tax Reform Proposal Alters Year-End Tax Planning
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jslaytonjslayton   September 27, 2017
(Updated: September 27, 2017)
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Fritz Meyer Economic Update, September 2017
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jslaytonjslayton   September 11, 2017
(Updated: September 11, 2017)
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The 15 Best Tax Strategies Right Now
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jslaytonjslayton   September 05, 2017
(Updated: September 05, 2017)
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2017 Year-End Tax Planning Guidance For Investment Advisors
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jslaytonjslayton   August 30, 2017
(Updated: August 30, 2017)
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Shifts In The Efficient Frontier Over The Decades
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jslaytonjslayton   August 23, 2017
(Updated: August 23, 2017)
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Fritz Meyer Economic Update, August 2017
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jslaytonjslayton   August 07, 2017
(Updated: August 07, 2017)
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Why You Must Discuss Asset Protection With Every Client, And What You Should Say
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jslaytonjslayton   July 26, 2017
(Updated: July 26, 2017)
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What's The Difference To Clients Between You And A Total Index Fund? Big Bucks!
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jslaytonjslayton   July 19, 2017
(Updated: July 19, 2017)
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Minimizing Estate Taxes Of UHNWIs
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jslaytonjslayton   July 18, 2017
(Updated: July 18, 2017)
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Fritz Meyer Quarterly Economic Update, July 2017 (Two Credits)
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jslaytonjslayton   July 10, 2017
(Updated: July 10, 2017)
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Capitalizing On Your Competitive Advantage Of Advising On A Low-Cost Diversified Core Portfolio
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jslaytonjslayton   June 28, 2017
(Updated: June 28, 2017)
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Strategic Tax-Sensitive Draw-Downs On Retirement Portfolios
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jslaytonjslayton   June 21, 2017
(Updated: June 21, 2017)
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Inflation, Returns, And Portfolio Management
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jslaytonjslayton   May 24, 2017
(Updated: May 24, 2017)
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College Funding Techniques For Advisors
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jslaytonjslayton   April 19, 2017
(Updated: April 19, 2017)
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Fritz Meyer Quarterly Economic Update, April 2017 (Two Credits)
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jslaytonjslayton   April 10, 2017
(Updated: April 10, 2017)
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2017 Tax Planning Opportunities And Traps For Investment Advisors
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jslaytonjslayton   February 23, 2017
(Updated: February 23, 2017)
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With Massive Tax Cuts Looming, A 2017 Tax Filing Primer For IA Reps (Two Credits)
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jslaytonjslayton   January 26, 2017
(Updated: January 26, 2017)
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Low-Expense Portfolio Design For RIAs
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jslaytonjslayton   January 25, 2017
(Updated: January 25, 2017)
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Fritz Meyer Quarterly Economic Update, January 2017 (Two Credits)
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jslaytonjslayton   January 09, 2017
(Updated: January 09, 2017)
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208 results - showing 126 - 150  
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