Reviews written by polarbear

203 results - showing 51 - 75  
« »  
 
polarbearpolarbear   June 28, 2016
(Updated: June 28, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

excellent - as ever

polarbearpolarbear   June 23, 2016
(Updated: June 23, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

Great to have Fritz's calming rational analysis of current crazy market events - that will hopefully allow us to help better explain to our clients how to handle these current...

polarbearpolarbear   May 25, 2016
(Updated: May 25, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

excellent review of the power of diversification!

polarbearpolarbear   April 11, 2016
(Updated: April 11, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

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...

polarbearpolarbear   April 07, 2016
(Updated: April 07, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

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...

polarbearpolarbear   March 30, 2016
(Updated: March 30, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

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.

polarbearpolarbear   March 23, 2016
(Updated: March 23, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

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...

polarbearpolarbear   March 07, 2016
(Updated: March 07, 2016)
5.0
Average Attendee Rating
Poor Average Excellent
polarbearpolarbear   February 24, 2016
(Updated: February 24, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

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...

polarbearpolarbear   January 11, 2016
(Updated: January 11, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

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...

polarbearpolarbear   December 07, 2015
(Updated: December 07, 2015)
5.0
Average Attendee Rating
Poor Average Excellent
polarbearpolarbear   November 19, 2015
(Updated: November 19, 2015)
5.0
Average Attendee Rating
Poor Average Excellent
polarbearpolarbear   October 29, 2015
(Updated: October 29, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

clear + conscise objective compliance information that all RIA's can find useful

polarbearpolarbear   October 15, 2015
(Updated: October 15, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

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...

polarbearpolarbear   August 26, 2015
(Updated: August 26, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

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...

polarbearpolarbear   August 24, 2015
(Updated: August 24, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

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...

polarbearpolarbear   July 16, 2015
(Updated: July 16, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

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...

polarbearpolarbear   May 21, 2015
(Updated: May 21, 2015)
5.0
Average Attendee Rating
Poor Average Excellent
polarbearpolarbear   May 14, 2015
(Updated: May 14, 2015)
5.0
Average Attendee Rating
Poor Average Excellent
polarbearpolarbear   May 11, 2015
(Updated: May 11, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

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

polarbearpolarbear   April 23, 2015
(Updated: April 23, 2015)
5.0
Average Attendee Rating
Poor Average Excellent
polarbearpolarbear   April 23, 2015
(Updated: April 23, 2015)
5.0
Average Attendee Rating
Poor Average Excellent
polarbearpolarbear   April 13, 2015
(Updated: April 13, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

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...

polarbearpolarbear   April 09, 2015
(Updated: April 09, 2015)
5.0
Average Attendee Rating
Poor Average Excellent
203 results - showing 51 - 75  
« »