Reviews written by doug@capitalachievements.com

208 results - showing 1 - 25  
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Slowing Economy, Growing Productivity, And Rising Stock Prices
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doug@capitalachievements.comdoug@capitalachievements.com   March 11, 2024
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What To Expect In 2024; Fritz Meyer, Feb 2024
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doug@capitalachievements.comdoug@capitalachievements.com   February 12, 2024
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2024 Starts Strong; Fritz Meyer, January 2024
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doug@capitalachievements.comdoug@capitalachievements.com   January 10, 2024
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Optimizing Social Security Income Payments
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doug@capitalachievements.comdoug@capitalachievements.com   November 29, 2023
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Great addition to the team!

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A Crossroad In The Post-Covid Economic Era
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doug@capitalachievements.comdoug@capitalachievements.com   November 06, 2023
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Tax And Financial Planning For Doctors And Dentists, Class 2 of 2
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doug@capitalachievements.comdoug@capitalachievements.com   November 01, 2023
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Rate Hikes Are Paused But Cuts Unlikely Till 2024, Fritz Meyer, May 2023
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doug@capitalachievements.comdoug@capitalachievements.com   May 24, 2023
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Using Financial Counseling Techniques To Guide Clients Through The Financial Planning Process In Turbulent Times
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doug@capitalachievements.comdoug@capitalachievements.com   April 25, 2023
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How Risk Of Bank Failures Affects U.S. Economic Outlook; Fritz Meyer Economic Update, March 2023
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doug@capitalachievements.comdoug@capitalachievements.com   March 22, 2023
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Amid Heightened Fears, Core Concepts To Remind Clients; Craig Israelsen’s Portfolio Design CE Course, March 2023
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doug@capitalachievements.comdoug@capitalachievements.com   March 21, 2023
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Tax Planning For The Sale Of A Business, Bob Keebler’s Monthly Tax & Financial Planning Course, March. 2023
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doug@capitalachievements.comdoug@capitalachievements.com   March 15, 2023
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Bob Keebler’s Monthly Tax & Financial Planning Course, Feb. 2023: Five Must Know Strategies For 2023
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doug@capitalachievements.comdoug@capitalachievements.com   February 15, 2023
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Fritz Meyer Economic Update, February 2023
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doug@capitalachievements.comdoug@capitalachievements.com   February 13, 2023
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50-Year Statistical History On A Seven-Asset Diversified Portfolio, Craig Israelsen’s Portfolio Management CE Course
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doug@capitalachievements.comdoug@capitalachievements.com   January 24, 2023
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EARN Act (aka SECURE 2.0) Upends Retirement Planning; Bob Keebler’s Monthly Tax And Financial Planning Course, Jan. 2023
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doug@capitalachievements.comdoug@capitalachievements.com   January 18, 2023
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The Role Of Psychology, According To Organizations Certifying Financial Advisor Professionals
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doug@capitalachievements.comdoug@capitalachievements.com   December 18, 2022
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15 Timely Tax Planning Concepts For 2023, Bob Keebler's December 2022 Update
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doug@capitalachievements.comdoug@capitalachievements.com   December 14, 2022
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Fed Charts A Course Amid An Unusual Labor Shortage; Fritz Meyer Economic Update, December 2022
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doug@capitalachievements.comdoug@capitalachievements.com   December 12, 2022
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Bond Fund Alternatives To Consider In A Low-Rate, High Inflation Economy: An Update
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doug@capitalachievements.comdoug@capitalachievements.com   December 05, 2022
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How The Midterm Elections Changed Year-End Capital Gains Tax Planning, Bob Keebler, Nov 2022
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doug@capitalachievements.comdoug@capitalachievements.com   November 16, 2022
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Counseling Scared Clients in Scary Times, CFC Update, Class 3 of 4, Nov. 2022
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doug@capitalachievements.comdoug@capitalachievements.com   November 08, 2022
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Tax Planning for Real Estate, Bob Keebler’s October 2022 Tax Class
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doug@capitalachievements.comdoug@capitalachievements.com   October 26, 2022
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Tax Planning for Real Estate, Bob Keebler’s October 2022 Tax Class
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doug@capitalachievements.comdoug@capitalachievements.com   October 26, 2022
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Bracing For A Recession, Fritz Meyer Economic Update, October 2022
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doug@capitalachievements.comdoug@capitalachievements.com   October 17, 2022
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2022 Year-End Planning, Amid Looming Tax Reforms And Stock Market Volatility, Bob Keebler’s September 2022 Tax Class
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doug@capitalachievements.comdoug@capitalachievements.com   September 21, 2022
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208 results - showing 1 - 25  
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