Reviews written by Ruth

Webinars

Ruth March 07, 2013
(Updated: March 07, 2013)

4.0
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Good material. Great advice.

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Keebler’s Analysis Of 2013 Tax Planning Opportunities

Webinars

Ruth February 28, 2013
(Updated: February 28, 2013)

5.0
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-

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

Webinars

Ruth February 11, 2013
(Updated: February 11, 2013)

5.0
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-

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Data Security For Financial Advisors

Webinars

Ruth February 07, 2013
(Updated: February 07, 2013)

5.0
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Fritz Meyer's Economic Update And Investment Outlook For January 2013

Webinars

Ruth January 07, 2013
(Updated: January 07, 2013)

5.0
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Fritz does a great job!

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MoneyGuidePro

Financial Planning

Ruth January 07, 2013

Overall rating

4.2

Company

5.0

Interface

5.0

Integration

5.0

Pricing

4.0

Monte Carlo Simulation

4.0

Taxes

4.0

Asset Allocation

5.0

LTC-College Planning

3.0

Estate Planning

3.0

MoneyGuide Pro Review

Money Guide Pro is a good program and it provides great input for mutual fund and Stock holdings. It integrates with Morningstar very well. However, bond positions are...

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

Webinars

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

5.0
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Always enjoy Fritz' talk. It calms my nerves and gives me fodder to calm my clients nerves!

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10 Common Questions About Taxation Now

Webinars

Ruth December 06, 2012
(Updated: December 06, 2012)

5.0
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-

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Albridge Solutions

Portfolio Management

Ruth October 22, 2012

Overall rating

3.8

Company

3.0

Technology Support

4.0

Reconcilliation

3.0

Financial Institution Interfaces

5.0

Reports

3.0

Fixed Income

4.0

Tax Lot Accounting

4.0

Trading

3.0

Integrations

5.0

Security

4.0

Hosting

4.0

Pricing

3.0

Albridge Review

It's better than Investigo as far as reports go.

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3Q Tax Developments & Securities Transactions

Webinars

Ruth October 04, 2012
(Updated: October 04, 2012)

5.0
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Bob is always great. He gives invaluable information.

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Enter Into Social Media Marketing With Confidence

Webinars

Ruth September 20, 2012
(Updated: September 20, 2012)

4.0
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-

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

Webinars

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

5.0
Average Attendee Rating
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Fritz is always great and he's refreshing to hear after what we get in the news media.

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Year End Income Tax Planning

Webinars

Ruth September 06, 2012
(Updated: September 06, 2012)

5.0
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Fantastic ideas. Great job!

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Panic Protection: Fritz Meyer’s Monthly Economic Update For June 2012

Webinars

Ruth June 07, 2012
(Updated: June 07, 2012)

5.0
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-

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Panic Protection: Fritz Meyer’s Monthly Economic Update For June 2012

Webinars

Ruth June 07, 2012
(Updated: June 07, 2012)

5.0
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-

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

Webinars

Ruth April 09, 2012
(Updated: April 09, 2012)

5.0
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-

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Gresham's Model For A Healthy Relationship With Money

Webinars

Ruth March 22, 2012
(Updated: March 22, 2012)

5.0
Average Attendee Rating
Poor	Average	Excellent

Andy, you always do a great job of choosing speakers and topics for advisors.

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

Webinars

Ruth February 13, 2012
(Updated: February 13, 2012)

5.0
Average Attendee Rating
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Always a great presentation from Fritz. Keep him presenting.

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Income & Estate Tax Strategies For The Year

Webinars

Ruth February 02, 2012
(Updated: February 02, 2012)

5.0
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How Wealth Managers Can Use Social Media To Boost Search Engine Rankings

Webinars

Ruth January 26, 2012
(Updated: January 26, 2012)

4.0
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-

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The 2012 401(k) Opportunity For Advisors: What's Changed, Why Now

Webinars

Ruth January 12, 2012
(Updated: January 12, 2012)

4.0
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-

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Monthly Economic Update And Investment Outlook From Fritz Meyer For December 2011

Webinars

Ruth December 12, 2011
(Updated: December 12, 2011)

5.0
Average Attendee Rating
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Excellent Job as always. He helps to calm my fears.

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Adding Clients And Streamlining Processes In 2012

Webinars

Ruth November 10, 2011
(Updated: November 10, 2011)

5.0
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September 2011 Economy Update From Fritz Meyer

Webinars

Ruth September 12, 2011
(Updated: September 12, 2011)

5.0
Average Attendee Rating
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Fritz Meyer is always helpful in centering me. It helps me to reassure my clients.

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Harold Evensky On What's New In Wealth Management

Webinars

Ruth July 28, 2011
(Updated: July 28, 2011)

5.0
Average Attendee Rating
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The sound and the program cut out at the end.

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