Reviews written by polarbear

150 results - showing 1 - 25 1 2 3 4 5 6 Results per page:
 
 

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rational as ever - Fritz as usual destroys many of the current "sacred cows dejour" bouncing around the financial press - who are always looking for the next doom and gloom moment to scare investors off their successful long-term investment plan.
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polarbear Reviewed by polarbear
April 11, 2016

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Last updated: April 11, 2016
 
 

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lots of good ideas. I just wonder if this type of service is financially prohibitive for the small RIA office with just a couple of PC's. what is great is that it seems this approach automates safe computing - so that the RIA has to think less anout it!
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5.0
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polarbear Reviewed by polarbear
April 07, 2016

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Last updated: April 07, 2016
 
 

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excellent but complicated subject to digest. i think a whole new webinar just on Bob's "slide # 22" - the flow chart on IRA issues after demise.
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5.0
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polarbear Reviewed by polarbear
March 30, 2016

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Last updated: March 30, 2016
 
 

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great - I think these radar charts - which I never used or even ever thought about before - provide an excellent way to communicate long-term success/failure concepts to clients in a most meaningful way.
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5.0
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polarbear Reviewed by polarbear
March 23, 2016

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Last updated: March 23, 2016
 
 

0 of 0 people found the following review helpful
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5.0
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polarbear Reviewed by polarbear
March 07, 2016

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Last updated: March 07, 2016
 
 

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I just cannot imagine though thinking about using monthly/seasonality data to effect trades - as I imagine this data is so full of "noise" that it may really not be statistically valid. Just because the data says so - it might have been tortured enough to confess.
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5.0
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polarbear Reviewed by polarbear
February 24, 2016

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Last updated: February 24, 2016
 
 

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as usual - Fritz gives us the facts + they make a lot of sense - compared especially to what most Wall Street pundits + soothsayers tell the general public in the financial media
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5.0
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polarbear Reviewed by polarbear
January 11, 2016

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Last updated: January 11, 2016
 
 

0 of 0 people found the following review helpful
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5.0
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polarbear Reviewed by polarbear
December 07, 2015

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Last updated: December 07, 2015
 
 

0 of 0 people found the following review helpful
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5.0
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polarbear Reviewed by polarbear
November 19, 2015

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Last updated: November 19, 2015
 
 

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clear + conscise objective compliance information that all RIA's can find useful
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5.0
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polarbear Reviewed by polarbear
October 29, 2015

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Last updated: October 29, 2015
 
 

0 of 0 people found the following review helpful
thought prevoking - it is a peak into our future - but I still see the huge weakness in the model as not emphasizing behavioral coaching to keep our clients from doing something stupid at the worst possible times (like selling out in fear in 2008-2009). This tales lots of quality one-on-one time between advisor and client. Charts and numbers won't do it. Only (in my opinion) an experienced advisor can calm the client emotions at these critical moments + get them thru these tough periods.
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5.0
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polarbear Reviewed by polarbear
October 15, 2015

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Last updated: October 15, 2015
 
 

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great FACTUAL based presentation (as usual with Fritz) with actual jewels of positive information I can share with my clients - who (like so much of the current investment public) is so downrigt bearish and scared - like its 2008 again.
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5.0
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polarbear Reviewed by polarbear
October 12, 2015

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Last updated: October 12, 2015
 
 

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Excellent - dispasionate - well thought out explanation of what apparently is going on in the Chinese and other emerging markets economies and how there issues "may" impact the US and other developed market economies and possible equity valuations.
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5.0
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polarbear Reviewed by polarbear
August 26, 2015

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Last updated: August 26, 2015
 
 

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excellent reminder of one of the MAJOR precepts of rational based portfolio construction-maintain strong real diversification-even though at the extremes of good and bad years in the US stock market - clients will complain that returns weren't good enough (when the S&P500 soars as in 2013) or that diversification didn't stop them from losing money (as in 2008). But then we (advisors) can show clients that over long-term time horizons (+10 years) a really well diversified does work very well.
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5.0
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polarbear Reviewed by polarbear
August 24, 2015

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Last updated: August 24, 2015
 
 

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Excellent summation of how to to frame an RIA's compliance program with the idea of maintaining a "culture of compliance" - which is the base of what the regulators are looking for from RIA's these days.
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5.0
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polarbear Reviewed by polarbear
July 16, 2015

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Last updated: July 16, 2015
 
 

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5.0
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polarbear Reviewed by polarbear
May 21, 2015

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Last updated: May 21, 2015
 
 

0 of 0 people found the following review helpful
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5.0
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polarbear Reviewed by polarbear
May 14, 2015

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Last updated: May 14, 2015
 
 

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excellent - providing factual data backup as to how and why investment markets are where they are (high) and reasoned explanation why they can go even higher
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5.0
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polarbear Reviewed by polarbear
May 11, 2015

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Last updated: May 11, 2015
 
 

0 of 0 people found the following review helpful
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5.0
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polarbear Reviewed by polarbear
April 23, 2015

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Last updated: April 23, 2015
 
 

0 of 0 people found the following review helpful
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5.0
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polarbear Reviewed by polarbear
April 23, 2015

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Last updated: April 23, 2015
 
 

0 of 0 people found the following review helpful
excellent - gives a data driven perspective of why we have good reasons to remain bullishly invested in global stocks - even as the mass media - looking for a bad news story - wants to predict the worst going forwards.
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5.0
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polarbear Reviewed by polarbear
April 13, 2015

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Last updated: April 13, 2015
 
 

0 of 0 people found the following review helpful
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5.0
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polarbear Reviewed by polarbear
April 09, 2015

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Last updated: April 09, 2015
 
 

0 of 0 people found the following review helpful
excellent - as usual. Loved Fritz's parsing of oil jobs % growth/decline vs all the rest of other US sector jobs - showing some potential impact of lower oil prices. This kind of looking at the specific numbers - under the hood - is our best defense against the typical talking head CNBC soothsayers who prognosticate their drivel of investment pornography.
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5.0
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polarbear Reviewed by polarbear
February 09, 2015

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Last updated: February 09, 2015
 
 

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excellent introduction to our risks as an RIA
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5.0
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polarbear Reviewed by polarbear
January 08, 2015

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Last updated: January 08, 2015
 
 

0 of 0 people found the following review helpful
This is a hugely complex topic - picking the right MS Office system + then implimenting it correctly. Even this "overview" webinar made my head spin a bit - as the offering has so many features to consider implimenting. I look forward to the chain of upcoming webinars on Office 365 to help guide me through this complex maze of issues.
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5.0
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polarbear Reviewed by polarbear
December 11, 2014

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Last updated: December 11, 2014
 
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