Reviews written by jimw925

Fritz Meyer Economic And Investment Update, January 2014

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jimw925 January 13, 2014
(Updated: January 13, 2014)

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Thanks Fritz! Great Job

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2014 Compliance: Are You Ready For An Exam?

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jimw925 January 09, 2014
(Updated: January 09, 2014)

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Quality Information, Thanks,

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2014 Estate Planning Update For Financial Planners

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jimw925 December 12, 2013
(Updated: December 12, 2013)

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Lots of great info-hadn't thought about the digital stuff.

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Fritz Meyer Economic And Investment Update, December 2013

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jimw925 December 09, 2013
(Updated: December 09, 2013)

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The Problem Of Chasing Performance

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jimw925 November 21, 2013
(Updated: November 21, 2013)

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Fritz Meyer Economic And Investment Update, November 2013

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jimw925 November 11, 2013
(Updated: November 11, 2013)

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The Big Impact Of Seemingly Small Decisions In Retirement Income Planning

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jimw925 November 07, 2013
(Updated: November 07, 2013)

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Fritz Meyer Economic And Investment Update, October 2013

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jimw925 October 07, 2013
(Updated: October 07, 2013)

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Strategic Alliances With Accountants And Attorneys

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jimw925 October 03, 2013
(Updated: October 03, 2013)

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Great Info and materials

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A Financial Advisor’s Guide To Maximizing IRAs

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jimw925 September 26, 2013
(Updated: September 26, 2013)

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Fritz Meyer Economic And Investment Update, August 2013

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jimw925 August 12, 2013
(Updated: August 12, 2013)

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Attributes Of Major Asset Classes And Associated Behavioral Finance Issues

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jimw925 July 18, 2013
(Updated: July 18, 2013)

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Fritz Meyer Economic & Investment Update, July 2013

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jimw925 July 08, 2013
(Updated: July 08, 2013)

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The Chinese Boom And Bust Economic Cycle: What Private Wealth Advisors Need to Know

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jimw925 June 20, 2013
(Updated: June 20, 2013)

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Fritz Meyer Economic & Investment Update, June 2013

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jimw925 June 10, 2013
(Updated: June 10, 2013)

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Fritz is always good. Great that he called out Schiff, Dent, and put Roubini in with them.

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Income Shifting With Trusts & Partnerships

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jimw925 May 02, 2013
(Updated: May 02, 2013)

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Fritz Meyer's Monthly Economic Update And Investment Outlook For April 2013

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jimw925 April 08, 2013
(Updated: April 08, 2013)

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Fritz Meyer's Monthly Economic Update And Investment Outlook For March 2013

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jimw925 March 11, 2013
(Updated: March 11, 2013)

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Keebler’s Analysis Of 2013 Tax Planning Opportunities

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jimw925 February 28, 2013
(Updated: February 28, 2013)

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A New Approach To Safe Retirement Withdrawal Rates

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jimw925 February 14, 2013
(Updated: February 14, 2013)

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Keebler On 2013 Tax Law Changes

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jimw925 January 13, 2013
(Updated: January 13, 2013)

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Fritz Meyer's Economic Update And Investment Outlook For January 2013

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jimw925 January 07, 2013
(Updated: January 07, 2013)

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Policies Combining Life Insurance With Long-Term Care Insurance: The Good And Bad

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jimw925 December 13, 2012
(Updated: December 13, 2012)

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Monthly Economic Update And Investment Outlook From Fritz Meyer For December 2012

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jimw925 December 10, 2012
(Updated: December 10, 2012)

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Frittz is the man! Always excellent.

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10 Common Questions About Taxation Now

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jimw925 December 06, 2012
(Updated: December 06, 2012)

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I wish I had Bob's knowledge. He always does a fine job

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