Reviews written by rickd519

49 results - showing 26 - 49  
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rickd519rickd519   September 14, 2021
10
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The topic is relevant, important and timely and Dr. Murtha really knows how to get it across. My only beef is with the consistently long (today's ended at 5:18) by...

rickd519rickd519   August 31, 2021
9.0
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Low rating on time allotted because the entire class ran to 5:18 Eastern - a full 30% longer than advertised. However, it is interesting to see how some concepts that...

rickd519rickd519   August 24, 2021
10
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Prefer to take it live, because the questions (which you are required to get right on the taped version) tends to come before the answers in the presentation and/or as...

rickd519rickd519   August 17, 2021
10
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Great material. Could have easily been 90 minutes for 1.5 credits to allow for discussion!

rickd519rickd519   August 10, 2021
10
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rickd519rickd519   August 03, 2021
10
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rickd519rickd519   July 27, 2021
10
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This is a great series! keep it up.

rickd519rickd519   July 13, 2021
10
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Useful topic and interesting way to think about customer relationships.

rickd519rickd519   July 12, 2021
9.0
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Having heard both Fritz Meyer and Craig Israelson (sp?) many times over the last 12 months, I'd love to have a session in which both only present for 15 minutes...

rickd519rickd519   June 23, 2021
10
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Interesting concept, can't wait for the whole series.

rickd519rickd519   June 16, 2021
9.0
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The participant question regarding the range of wealth for which a particular options (CRT) is useful represents the thing that is missing in this presentation - an identification of who...

rickd519rickd519   June 07, 2021
7.0
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start up difficulties made it a bit dodgy

rickd519rickd519   May 25, 2021
10
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Very well done and a solid comparison. Only "nit picking" issue has to do with the conclusion for the results of the EAFE agains the international growth portfolios - clearly...

rickd519rickd519   May 19, 2021
6.0
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I'd recommend to Robert to re-frame his education perspective - instead of starting with the tax code, start with our clients in mind. The examples are great because they do...

rickd519rickd519   May 10, 2021
10
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Always interesting to hear Fritz take on valuation

rickd519rickd519   April 21, 2021
6.0
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Appreciate the insight, but it doesn't seem (given the possibility of retroactive enactment) that we get too much by trying to figure out what will happen. Perhaps a better use...

rickd519rickd519   April 12, 2021
10
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As always, rather interesting. Obviously, Fritz is still bullish, it would be a dream to see a panel with Fritz and someone much more bearish having a discussion, as I...

rickd519rickd519   March 24, 2021
6.0
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Too much time on the restaurant provisions. You obviously know your audience better than I do, but I'd imagine not very relevant for most.

rickd519rickd519   March 08, 2021
9.0
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I really appreciate the webinar. Would it be possible for you to budget 1.5 hours, so you can fit in questions? Could that also result in 1.5 CE credits?...

rickd519rickd519   February 23, 2021
9.0
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Very well done and good comparison of fixed approaches. Lots of press lately about variable / hybrid approaches, but of course those would be virtually impossible to model. Also really...

rickd519rickd519   February 08, 2021
9.0
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Informative, and interesting to see Fritz remains bullish.

rickd519rickd519   January 25, 2021
9.0
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We obviously needed more time for this, including the discussion.

rickd519rickd519   January 20, 2021
6.0
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Could have been clearer on WHO will be impacted by the changes. For example, much of the discussion around CRTs are (probably, if I understood correctly) only applicable for people...

rickd519rickd519   January 11, 2021
10
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Very insightful. I wonder why Fritz does not make the logical conclusion that given Wall Street's "best" analysts can't predict future performance on sectors, the best strategy for individual investors...

49 results - showing 26 - 49  
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