Reviews written by fhelfrich

Fritz Meyer Quarterly Economic Update, April 2020 (One Credit)

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fhelfrich April 13, 2020

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Tax-Saving Strategies For Rental Real Estate Owners

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fhelfrich February 20, 2019

5.0
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I was hoping for more info on Exchanges. That got a whole 10 seconds.

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Fritz Meyer Quarterly Economic Update, January 2019 (Two Credits)

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fhelfrich January 14, 2019

5.0
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Maximizing The New 20% Deduction On Pass-Throughs

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fhelfrich March 28, 2018

5.0
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How Much Diversification Is Enough And What's It Cost?

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fhelfrich March 21, 2018

5.0
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Dr. Ed Yardeni On Predicting The Markets

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fhelfrich March 13, 2018

5.0
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Inflation And Asset Performance: A 92-Year Review

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fhelfrich February 21, 2018
(Updated: February 21, 2018)

5.0
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Fritz Meyer Quarterly Economic Update, October 2017 (Two Credits)

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

5.0
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time time time

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

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

5.0
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What's The Difference To Clients Between You And A Total Index Fund? Big Bucks!

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fhelfrich July 19, 2017
(Updated: July 19, 2017)

5.0
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Everything An Investment Fiduciary Needs To Know About Trusts And Estates

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fhelfrich June 04, 2017
(Updated: June 04, 2017)

5.0
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Inflation, Returns, And Portfolio Management

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

5.0
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Thought provoking

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Fritz Meyer Economic Update, May 2017

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

5.0
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IRAs And Roth IRAs After A Client Dies

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fhelfrich March 23, 2017
(Updated: March 23, 2017)

5.0
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Fritz Meyer Economic Update, March 2017

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

5.0
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Fritz Meyer Economic Update, February 2017

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

5.0
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Fritz Meyer Quarterly Economic Update, January 2017 (Two Credits)

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

5.0
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A Simple New Approach To Retirement Income Planning

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fhelfrich May 12, 2016
(Updated: May 12, 2016)

5.0
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really interesting

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Retirement Portfolio Torture Test, 1970-2015

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fhelfrich April 27, 2016
(Updated: April 27, 2016)

5.0
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Great information

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IRAs And Roth IRAs After A Client Dies

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fhelfrich March 30, 2016
(Updated: March 30, 2016)

5.0
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Fritz Meyer Economic And Investment Update, March 2016

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fhelfrich March 07, 2016
(Updated: March 07, 2016)

5.0
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Tax-Aware Investing: Best Practices For IA Reps

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fhelfrich October 28, 2015
(Updated: October 28, 2015)

4.0
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Fritz Meyer Economic And Investment Update, December 2014

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fhelfrich December 08, 2014
(Updated: December 08, 2014)

5.0
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Year-End Tax Planning Strategies For 2014

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fhelfrich September 11, 2014
(Updated: September 11, 2014)

5.0
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And in the allotted time!

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Fritz Meyer Economic And Investment Update, September 2014

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fhelfrich September 08, 2014
(Updated: September 08, 2014)

5.0
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timetimetimetimetimetimetimetimetimetime...... I keep getting the message that you do not respect my time when you go almost 25 minutes long. PLEASE!!!!!!!!

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