Reviews written by jpatsy

9 results - showing 1 - 9  
 
 
A Bibliography For Investment Adviser Representatives
Webinars
jpatsyjpatsy   January 17, 2024
8.0
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was helpful in reinforcing long term return, standard deviation, correlation stats as well as impact of fees

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Roth Conversion Considerations; Robert Keebler
Webinars
jpatsyjpatsy   April 13, 2022
9.0
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very good information

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Counseling Strategies And Techniques (1 Credit)
Webinars
jpatsyjpatsy   August 10, 2021
9.0
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well organized with useful content. case study was helpful

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Anger, Grief, And Greed: Investor Emotions, Part 2 (1 CE Credit)
Webinars
jpatsyjpatsy   August 03, 2021
8.0
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very good explanation of those three emotions and effective strategies for helping clients work through them

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Investment Professional CE, Fritz Meyer, Feb. 2021
Webinars
jpatsyjpatsy   February 08, 2021
8.0
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good content

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With Covid-Crisis Recession Ending Now, What's Ahead?
Webinars
jpatsyjpatsy   August 10, 2020
8.0
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informative charts

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50-Year MPT Statistics Of A Diversified Portfolio Analyzed
Webinars
jpatsyjpatsy   January 29, 2020
8.0
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useful

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Fritz Meyer Quarterly Economic Update, January 2020 (Two Credits)
Webinars
jpatsyjpatsy   January 13, 2020
8.0
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insightful

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Showing Clients Retirement Portfolio Risk Variables
Webinars
jpatsyjpatsy   December 18, 2019
4.0
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good demo of very useful took

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9 results - showing 1 - 9