Reviews written by Vito

2019 Planning For The SALT Limitation & Charitable Contributions

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Vito June 26, 2019

5.0
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Excellent, as always.

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Fritz Meyer Economic Update, June 2019

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Vito June 10, 2019

5.0
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Poor	Average	Excellent

Excellent, as always.

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Annual Update On Performance Characteristics Of Asset Classes And Portfolios

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Vito January 30, 2019

5.0
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Poor	Average	Excellent

Excellent.

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Best Financial & Tax Planning Ideas For 2019

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Vito January 21, 2019

5.0
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Excellent

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Foreign Stock & Bond Effects In Low-Expense Portfolios

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Vito December 19, 2018

5.0
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Excellent.

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Fritz Meyer Economic Update, November 2018

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Vito November 19, 2018

5.0
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Poor	Average	Excellent

Excellent

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Tax Planning For The Sale of A Business

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Vito October 17, 2018

5.0
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Poor	Average	Excellent

Very good.

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Crucial Conversations: A New Retiree's Bear Market Risk

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Vito September 26, 2018

5.0
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Poor	Average	Excellent

Excellent.

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2018 Year-End Tax Guidance For Investment Advisers

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Vito September 19, 2018

5.0
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Poor	Average	Excellent

Excellent.

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Proposed Regulations Specified Service Trades Or Businesses: Section 199A

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Vito August 29, 2018

5.0
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Excellent

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Visualizing The Impact Of Various Withdrawal Rates

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Vito August 28, 2018

5.0
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Excellent.

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Retirement Distribution And Tax Planning Strategies

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Vito July 18, 2018

5.0
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Poor	Average	Excellent

Excellent, as usual.

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Fritz Meyer Quarterly Economic Update, July 2018 (Two Credits)

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Vito July 09, 2018

5.0
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Excellent. Worth staying until the end, and then some.

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An Epoch Journey: 33 Investor Life-Cycles Since 1926

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Vito June 27, 2018

5.0
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Excellent.

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Key Lessons Impacting Client Behavior For The Long Run

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Vito April 25, 2018

5.0
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Poor	Average	Excellent

Excellent, as always.

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

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Vito March 21, 2018

5.0
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Poor	Average	Excellent

Excellent, including the bonus fiduciary coverage.

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Dr. Ed Yardeni On Predicting The Markets

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Vito March 13, 2018

5.0
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Fritz Meyer Economic Update, March 2018

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Vito March 12, 2018

5.0
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Inflation And Asset Performance: A 92-Year Review

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

5.0
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Excellent, as always.

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2018 Tax Planning For Advisors, Two Credits

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Vito February 07, 2018
(Updated: February 07, 2018)

5.0
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Excellent.

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Fritz Meyer Economic Update, February 2018

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Vito February 06, 2018
(Updated: February 06, 2018)

5.0
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Excellent.

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Performance Of Diversified Portfolios, 1970-2017

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Vito January 24, 2018
(Updated: January 24, 2018)

5.0
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Fritz Meyer Quarterly Economic Update, January 2018 (Two Credits)

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Vito January 08, 2018
(Updated: January 08, 2018)

5.0
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Make Investment Review Meetings More Productive

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Vito December 13, 2017
(Updated: December 13, 2017)

5.0
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Great, as always. And a 2 for 1 as well!

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Fritz Meyer Economic Update, December 2017

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Vito December 11, 2017
(Updated: December 11, 2017)

5.0
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An amazing amount of useful details.

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