Reviews written by polarbear

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....

excellent introduction to our risks as an RIA

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...

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...

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...

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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...

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...

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...

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Great webinar - as usual. Fritz reminds us at our financial peril to keep our eye on the fundamental data and the trends in the data - which over the...

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excellent as always!

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Excellent - clear reminder of the long-term wealth building attributes of a globally diversified portfolio - where keeping the portfolio's risk dampened (ie. with lower standard deviation) builds more wealth...

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Excellent overview of recent estate planning changes. Especially likes the Digital Assets ideas - which I will now share with my clients. The portability pros + cons were nicely laid...

As usual - Fritz presented (in my opinion) a rational case - based on the best available evidence (data) for a positive outlook not only for stocks - but even...

Excellent analysis - as usual. I must admit I am worried that the markets have gone too far too fast (now over 2 years since even a correction). Yet Fritz...