Reviews written by polarbear

fairly complex issues that apparently can now be more analyzed more rationally for our clients to produce better client recommendations. Interesting + useful.

An excellent "under the hood" analysis of index versus active investing taken to a level rarely if ever discussed anywhere else. If today's webinar doesn't convince advisors of the technical...

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Sadly - too much info to try + cover in an hour. Recommend future similar sessions - breaking up topic into sub-topics - like just IRA and trusts +/or IRA...

I was surprised that I did not know as much about this subject as I thought! I really learned a bunch of USEFUL + very practical client related information regarding...

excellent analysis - as always!

Fritz who is ALWAYS good - was even BETTER than ever today - helping to clearly explain (at least to me - and I have been doing market analysis for...

Clear + concrete evidence based approach to WHY a truly globally diversified multi-asset based approach wins the long-term investor race - to help advisors help our clients reach their "real...

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I still find the "3" alternative cloud structures a bit hard to grasp. Maybe a slide showing their pros and cons on one slide would be more helpful to better...

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EXCELLENT!

A usual - Fritz delivers the "facts" without the typical Wall Street conceited biases and emotions that is so rare these days - that it is to be treasured....

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Another realistic + rational parsing of what is going on in the US economy - under the headlines. Fritz is clear + concise as usual.

excellent concise review of probably one of the most complex tax law changes in US history. Bob not only gives us the facts of the tax law changes - but...

Excellent + timely information relating to a tax world quickly becoming even more chaotic than normal! His thoughts on setting up DB plans before y/e 2012 was like mining gold!...

Fair evaluation of rebalancing software - which I have used for 2+ years (TRXpert). I agree with his key comments that (1) it is a VERY cost effective to automate...

I am still a bit confused or maybe still not convinced that social media is the way I will find new clients or help maintain the relationships I have with...

As usual - Bob tackled very complex topics with his extremely deep bench of tax knowledge + experience to clarify + explain them + give us (advisors) tangible + profitable...

As usual - Fritz gives advisors a wonderfuly POSITIVE + optimistic economic + investment story to share with our clients who are so inundated in the typical fear +...

As usual - Bob Keebler has added a better (detailed) understanding of a very complex tax topic that will (unfortunately) be a part of most of our clients' future financial...

Interesting new (to me!) tool to help clarify a client's financial life in one BIG picture.

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