Reviews written by doug@capitalachievements.com

208 results - showing 151 - 175  
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Fritz Meyer Quarterly Economic Update, July 2017 (Two Credits)
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doug@capitalachievements.comdoug@capitalachievements.com   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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doug@capitalachievements.comdoug@capitalachievements.com   June 28, 2017
(Updated: June 28, 2017)
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Strategic Tax-Sensitive Draw-Downs On Retirement Portfolios
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doug@capitalachievements.comdoug@capitalachievements.com   June 21, 2017
(Updated: June 21, 2017)
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Fritz Meyer Economic Update, June 2017
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doug@capitalachievements.comdoug@capitalachievements.com   June 12, 2017
(Updated: June 12, 2017)
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Inflation, Returns, And Portfolio Management
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doug@capitalachievements.comdoug@capitalachievements.com   May 24, 2017
(Updated: May 24, 2017)
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Fritz Meyer Economic Update, May 2017
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doug@capitalachievements.comdoug@capitalachievements.com   May 08, 2017
(Updated: May 08, 2017)
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How Long Is The Long-Run?
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doug@capitalachievements.comdoug@capitalachievements.com   April 26, 2017
(Updated: April 26, 2017)
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Fritz Meyer Quarterly Economic Update, April 2017 (Two Credits)
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doug@capitalachievements.comdoug@capitalachievements.com   April 10, 2017
(Updated: April 10, 2017)
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2017 Tax Planning Opportunities And Traps For Investment Advisors
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doug@capitalachievements.comdoug@capitalachievements.com   February 23, 2017
(Updated: February 23, 2017)
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Low-Expense Portfolio Design For RIAs
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doug@capitalachievements.comdoug@capitalachievements.com   January 25, 2017
(Updated: January 25, 2017)
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Fritz Meyer Economic Update, November 2016
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doug@capitalachievements.comdoug@capitalachievements.com   November 07, 2016
(Updated: November 07, 2016)
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Improving After-Tax Returns
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doug@capitalachievements.comdoug@capitalachievements.com   October 23, 2016
(Updated: October 23, 2016)
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FLPs Out! Act Now On Valuation Discounts
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doug@capitalachievements.comdoug@capitalachievements.com   September 29, 2016
(Updated: September 29, 2016)
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Fritz Meyer Economic Update, September 2016
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doug@capitalachievements.comdoug@capitalachievements.com   September 12, 2016
(Updated: September 12, 2016)
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2016 Year-End Tax Planning For Investment Advisors
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doug@capitalachievements.comdoug@capitalachievements.com   August 25, 2016
(Updated: August 25, 2016)
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Performance And Risk Metrics For Clients
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doug@capitalachievements.comdoug@capitalachievements.com   July 27, 2016
(Updated: July 27, 2016)
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2016 Estate And Gift Tax Class For Financial Advisors
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doug@capitalachievements.comdoug@capitalachievements.com   July 21, 2016
(Updated: July 21, 2016)
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Fritz Meyer's 2Q 2016 Economic Roundup (Two credits)
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doug@capitalachievements.comdoug@capitalachievements.com   July 11, 2016
(Updated: July 11, 2016)
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always helpful

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Fritz Meyer Economic And Investment Update, June 2016
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doug@capitalachievements.comdoug@capitalachievements.com   June 13, 2016
(Updated: June 13, 2016)
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always valuable input

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Fritz Meyer Economic And Investment Update, May 2016
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doug@capitalachievements.comdoug@capitalachievements.com   May 09, 2016
(Updated: May 09, 2016)
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A Financial Advisor's Guide To College Funding
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doug@capitalachievements.comdoug@capitalachievements.com   May 05, 2016
(Updated: May 05, 2016)
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IRAs And Roth IRAs After A Client Dies
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doug@capitalachievements.comdoug@capitalachievements.com   March 30, 2016
(Updated: March 30, 2016)
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Lessons From 46-Years Of Monthly Returns
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doug@capitalachievements.comdoug@capitalachievements.com   February 24, 2016
(Updated: February 24, 2016)
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Preparing 1040s: What Financial Advisors Must Know (2 CE credits)
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doug@capitalachievements.comdoug@capitalachievements.com   January 28, 2016
(Updated: January 28, 2016)
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2015 Asset-Class Performance Versus 5-, 10-, and 15-Year Periods
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doug@capitalachievements.comdoug@capitalachievements.com   January 27, 2016
(Updated: January 27, 2016)
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208 results - showing 151 - 175  
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