Reviews written by akikoz415

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akikoz415 June 21, 2012
(Updated: June 21, 2012)

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Indexing Approach Generated Excess Annual Return Of 3%; How To Use Income ETFs In Goal Planning

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akikoz415 June 14, 2012
(Updated: June 14, 2012)

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Taxation Of Securities Transactions

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akikoz415 May 10, 2012
(Updated: May 10, 2012)

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Monthly Economic Update And Investment Outlook From Fritz Meyer For March 2012

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akikoz415 March 12, 2012
(Updated: March 12, 2012)

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Life Settlements: Understanding The Process, Avoiding The Pitfalls

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akikoz415 January 19, 2012
(Updated: January 19, 2012)

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July 2011 Economy Update With Fritz Meyer

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akikoz415 July 11, 2011
(Updated: July 11, 2011)

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April 2011 Economy Update With Fritz Meyer

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akikoz415 April 14, 2011
(Updated: April 14, 2011)

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Building A Better Balanced Portfolio

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akikoz415 April 07, 2011
(Updated: April 07, 2011)

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Employment Law & Social Media: What Advisory Firm Owners Need To Know

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akikoz415 March 10, 2011
(Updated: March 10, 2011)

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10 Tax-Efficient Strategies For Advisors To High-Net-Worth Investors

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akikoz415 March 03, 2011
(Updated: March 03, 2011)

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The History Of Manager Due Diligence And Where We Went Wrong

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akikoz415 February 10, 2011
(Updated: February 10, 2011)

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Helping Business Owners Plan Their Exit Strategy

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akikoz415 February 03, 2011
(Updated: February 03, 2011)

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New Law Means Advisors Must Battle Client Indifference To Estate Planning

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akikoz415 January 27, 2011
(Updated: January 27, 2011)

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The Death Of Buy & Hold Has Been Greatly Exaggerated

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akikoz415 January 06, 2011
(Updated: January 06, 2011)

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Transform Your 401(k) Advice Business

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akikoz415 December 09, 2010
(Updated: December 09, 2010)

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State Securities Chiefs Speak About RIA Regulatory Overhaul

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akikoz415 December 02, 2010
(Updated: December 02, 2010)

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The New Form ADV Part 2

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akikoz415 November 11, 2010
(Updated: November 11, 2010)

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Art And Collectibles Planning

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akikoz415 November 04, 2010
(Updated: November 04, 2010)

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A New Approach To Estate Planning

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akikoz415 October 28, 2010
(Updated: October 28, 2010)

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Asset Protection Using Domestic Trusts

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akikoz415 October 21, 2010
(Updated: October 21, 2010)

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Creating Financial Plans Based On Economic Scenarios

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akikoz415 October 07, 2010
(Updated: October 07, 2010)

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Year-End Tax Moves For 2010

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akikoz415 September 30, 2010
(Updated: September 30, 2010)

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It was very informative.

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Deeper Client Connections Through The Power Of Story

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akikoz415 May 13, 2010
(Updated: May 13, 2010)

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Financial Services Reform Update

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akikoz415 May 06, 2010
(Updated: May 06, 2010)

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Trends In Family Offices And Multi-Family Offices

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akikoz415 April 22, 2010
(Updated: April 22, 2010)

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