Reviews written by myrnam605

20 results - showing 1 - 20 Results per page:
 
Fritz Meyer's Monthly Economic Update And Investment Outlook For April 2013 (Event)
 

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 5.0
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myrnam605 Reviewed by myrnam605
April 09, 2013

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Last updated: April 09, 2013
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For December 2012 (Event)
 

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very informative
Rating:
 
 5.0
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myrnam605 Reviewed by myrnam605
December 11, 2012

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Last updated: December 11, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For November 2012 (Event)
 

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Excellent
Rating:
 
 5.0
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myrnam605 Reviewed by myrnam605
November 13, 2012

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Last updated: November 13, 2012
 
Portfolio Design, Asset-Class Performance And Correlations And Rebalancing (Event)
 

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excellent. I'm a subscriber to Craig's services and appreciate his philosophy. Yes....have him return soon!
Rating:
 
 5.0
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myrnam605 Reviewed by myrnam605
November 09, 2012

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Last updated: November 09, 2012
 
RIA Fee Structure: Earning Fees In An Era When Investment Management Is Commoditized (Event)
 

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Excellent perspective on differences
Rating:
 
 4.0
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myrnam605 Reviewed by myrnam605
September 28, 2012

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Last updated: September 28, 2012
 
Year End Income Tax Planning (Event)
 

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Excellent and timely
Rating:
 
 5.0
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myrnam605 Reviewed by myrnam605
September 07, 2012

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Last updated: September 07, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For August 2012 (Event)
 

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Excellent. Fritz is well prepared
Rating:
 
 5.0
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myrnam605 Reviewed by myrnam605
August 14, 2012

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Last updated: August 14, 2012
 
Panic Protection: Fritz Meyer’s Monthly Economic Update For June 2012 (Event)
 

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Excellent data and discussion questions! Thank you.
Rating:
 
 5.0
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myrnam605 Reviewed by myrnam605
June 08, 2012

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Last updated: June 08, 2012
 
Panic Protection: Fritz Meyer’s Monthly Economic Update For June 2012 (Event)
 

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Excellent data and discussion questions! Thank you.
Rating:
 
 5.0
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myrnam605 Reviewed by myrnam605
June 08, 2012

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Last updated: June 08, 2012
 
The Rise And Fall Of The 4% Withdrawal Rate Rule On Retirement Portfolios (Event)
 

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Seemed flimsy rationale....Pfau not fully aware of products (i.e. equity indexed annuities)
Rating:
 
 2.0
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myrnam605 Reviewed by myrnam605
May 18, 2012

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Last updated: May 18, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For May 2012 (Event)
 

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Excellent graphics
Rating:
 
 4.0
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myrnam605 Reviewed by myrnam605
May 08, 2012

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Last updated: May 08, 2012
 
Silver Financial Planner
Financial Planning
 

User -friendly and economical

0 of 0 people found the following review helpful
Would highly recommend this product
Overall rating: 
 
 4.0
Company :
 
 5.0
Interface :
 
 4.0
Integration :
 
 4.0
Pricing :
 
 4.0
Monte Carlo Simulation :
 
 3.0
Taxes :
 
 3.0
Asset Allocation :
 
 4.0
LTC-College Planning :
 
 5.0
Estate Planning:
 
 4.0
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myrnam605 Reviewed by myrnam605
March 27, 2012

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The Death Of Buy & Hold Has Been Greatly Exaggerated (Event)
 

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Very interesting
Rating:
 
 4.0
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myrnam605 Reviewed by myrnam605
January 07, 2011

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Last updated: January 07, 2011
 
The New Form ADV Part 2 (Event)
 

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very informative
Rating:
 
 5.0
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myrnam605 Reviewed by myrnam605
November 12, 2010

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Last updated: November 12, 2010
 
Year-End Tax Moves For 2010 (Event)
 

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very very helpful
Rating:
 
 5.0
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myrnam605 Reviewed by myrnam605
October 01, 2010

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Last updated: October 01, 2010
 
Advisor Compliance Update (Event)
 

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excellent material. This is a great topic to continue to offer at least annually
Rating:
 
 5.0
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myrnam605 Reviewed by myrnam605
April 16, 2010

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Last updated: April 16, 2010
 
One Year After The Global Financial Crisis (Event)
 

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Rating:
 
 5.0
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myrnam605 Reviewed by myrnam605
October 09, 2009

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Last updated: October 09, 2009
 
Preparing For The Worst: Managing Your Clients In A Bear Market (Event)
 

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Excellent graphics
Rating:
 
 4.0
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myrnam605 Reviewed by myrnam605
July 17, 2009

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Last updated: July 17, 2009
 
Life Planning And The Financial Crisis (Event)
 

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Rating:
 
 4.0
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myrnam605 Reviewed by myrnam605
May 22, 2009

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Last updated: May 22, 2009
 
After The Fall: Asset Allocation And Rebalancing (Event)
 

0 of 0 people found the following review helpful
Stay online to make sure speaker is up and running. Coughing (from someone) was distracting. Otherwise, great topic, organized speaker, good graphics.
Thank you for providing these webinars.
Rating:
 
 5.0
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myrnam605 Reviewed by myrnam605
April 10, 2009

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Last updated: April 10, 2009
 
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