Reviews written by leonm303

79 results - showing 1 - 25  
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Retirement Distribution And Tax Planning Strategies
Webinars
leonm303leonm303   July 18, 2018
5.0
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Fritz Meyer Quarterly Economic Update, July 2018 (Two Credits)
Webinars
leonm303leonm303   July 09, 2018
5.0
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An Epoch Journey: 33 Investor Life-Cycles Since 1926
Webinars
leonm303leonm303   June 27, 2018
5.0
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Outstanding

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Fritz Meyer Economic Update, June 2018
Webinars
leonm303leonm303   June 11, 2018
5.0
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Estate Taxation Of IRAs And Qualified Plans For RIAs
Webinars
leonm303leonm303   May 30, 2018
5.0
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Commodities Funds & ETFs Tips & Traps For Professionals
Webinars
leonm303leonm303   May 23, 2018
5.0
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Fritz Meyer Quarterly Economic Update, April 2018 (Two Credits)
Webinars
leonm303leonm303   April 09, 2018
5.0
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Inflation And Asset Performance: A 92-Year Review
Webinars
leonm303leonm303   February 21, 2018
(Updated: February 21, 2018)
5.0
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Fritz Meyer Quarterly Economic Update, January 2018 (Two Credits)
Webinars
leonm303leonm303   January 08, 2018
(Updated: January 08, 2018)
5.0
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Fritz Meyer Economic Update, December 2017
Webinars
leonm303leonm303   December 11, 2017
(Updated: December 11, 2017)
5.0
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New Tax Law Requires New Year-End Tactics
Webinars
leonm303leonm303   November 30, 2017
(Updated: November 30, 2017)
5.0
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Outstanding

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Asset Class Correlations In Diversified Portfolios
Webinars
leonm303leonm303   November 15, 2017
(Updated: November 15, 2017)
5.0
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The use of correlation to create a portfolio.

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Fritz Meyer Economic Update, November 2017
Webinars
leonm303leonm303   November 13, 2017
(Updated: November 13, 2017)
5.0
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Stock market charts showing that this is not yet a bubble, are very helpful.

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Illustrating Retirement Portfolio Survival
Webinars
leonm303leonm303   October 25, 2017
(Updated: October 25, 2017)
5.0
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Starting 10 minutes late is very inconsiderate of your audiences' time! Plan to buy the spreadsheet.

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Fritz Meyer Quarterly Economic Update, October 2017 (Two Credits)
Webinars
leonm303leonm303   October 09, 2017
(Updated: October 09, 2017)
5.0
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I use the stock market ratios to calm my investor who think time alone will stop the uptrend

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When Is It Best To Invest? A Review Over 37 Years
Webinars
leonm303leonm303   September 26, 2017
(Updated: September 26, 2017)
5.0
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Shifts In The Efficient Frontier Over The Decades
Webinars
leonm303leonm303   August 23, 2017
(Updated: August 23, 2017)
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What's The Difference To Clients Between You And A Total Index Fund? Big Bucks!
Webinars
leonm303leonm303   July 19, 2017
(Updated: July 19, 2017)
5.0
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Fritz Meyer Quarterly Economic Update, July 2017 (Two Credits)
Webinars
leonm303leonm303   July 10, 2017
(Updated: July 10, 2017)
5.0
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Capitalizing On Your Competitive Advantage Of Advising On A Low-Cost Diversified Core Portfolio
Webinars
leonm303leonm303   June 28, 2017
(Updated: June 28, 2017)
5.0
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Strategic Tax-Sensitive Draw-Downs On Retirement Portfolios
Webinars
leonm303leonm303   June 21, 2017
(Updated: June 21, 2017)
5.0
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Inflation, Returns, And Portfolio Management
Webinars
leonm303leonm303   May 24, 2017
(Updated: May 24, 2017)
5.0
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Fritz Meyer Economic Update, May 2017
Webinars
leonm303leonm303   May 08, 2017
(Updated: May 08, 2017)
5.0
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How Long Is The Long-Run?
Webinars
leonm303leonm303   April 26, 2017
(Updated: April 26, 2017)
5.0
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There needs to be a special session on the proposed tax law.

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Fritz Meyer Quarterly Economic Update, April 2017 (Two Credits)
Webinars
leonm303leonm303   April 10, 2017
(Updated: April 10, 2017)
5.0
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79 results - showing 1 - 25  
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