Reviews written by polarbear

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

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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
 
 

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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
 
 

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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
 
 

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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
 
 

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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
 
 

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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
 
 

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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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Great - as always. Fritz - and these webinars help keep me grounded in the FUNDAMENTALS that (at least currently) remain VERY positive. Amazingly - most of the financial soothsayers + financial media - always looking to highlight the negative (as it makes for a better story) - are seemiongly looking for the market to crash + burn - while it grudgingly goes higher. Studying the fundamentals - as outlined so well by Fritz - we + our clients are winning the loser's game of investing for the long-term.
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5.0
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polarbear Reviewed by polarbear
December 08, 2014

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Last updated: December 08, 2014
 
 

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Chris Wynn clearly laid out the scary issues related to cybersecurity and RIA's. THe real work though is implimenting rigorous (adequate) procedures - which is something I would love to have another webinar on - where Chris gets to dig a little deaper with some specific procedure examples that might help us (small advisors) succeed in this area in the real world of managing cybersecurity for our small firms.
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5.0
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polarbear Reviewed by polarbear
December 04, 2014

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Last updated: December 04, 2014
 
 

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5.0
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polarbear Reviewed by polarbear
November 20, 2014

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Last updated: November 20, 2014
 
 

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polarbear Reviewed by polarbear
November 06, 2014

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Last updated: November 06, 2014
 
 

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polarbear Reviewed by polarbear
October 16, 2014

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Last updated: October 16, 2014
 
 

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Fritz continues to give advisors the rational arguments (ammunition) to help try + dispel client fears about current stock market conditions. He is a treasure and a force of good thinking - against the sea of poor financial journalism - who rarely if ever has the client's best interests at heart.
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5.0
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polarbear Reviewed by polarbear
October 13, 2014

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Last updated: October 13, 2014
 
 

0 of 0 people found the following review helpful
Great - as usual. Fritz gives me the intellectual ammunition to help me help my clients "stay the course" through the normal ups and downs of the investment markets. Amazingly for all too many clients - they are as scared at the ups as they are of the downs Go figure!
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5.0
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polarbear Reviewed by polarbear
September 08, 2014

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Last updated: September 08, 2014
 
 

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would like to have Mr Clark's insight to "ongoing" training for Office 365 for RIA firms.
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5.0
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polarbear Reviewed by polarbear
September 04, 2014

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Last updated: September 04, 2014
 
 

0 of 0 people found the following review helpful
Complex stuff - requiring me to stretch to learn - but Bob's concepts are clearly articulated + worthwhile to help apply to specific client situations - where they can create the tax alpha Bob suggests is available for those wishing to impliment these strategies.
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5.0
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polarbear Reviewed by polarbear
July 10, 2014

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Last updated: July 10, 2014
 
 

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5.0
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polarbear Reviewed by polarbear
July 07, 2014

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Last updated: July 07, 2014
 
 

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5.0
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polarbear Reviewed by polarbear
June 26, 2014

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Last updated: June 26, 2014
 
 

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polarbear Reviewed by polarbear
June 12, 2014

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Last updated: June 12, 2014
 
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