Reviews written by shanea607

Income & Estate Tax Strategies For The Year

Webinars

shanea607 February 02, 2012
(Updated: February 02, 2012)

4.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For January 2012

Webinars

shanea607 January 09, 2012
(Updated: January 09, 2012)

3.0
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Establishing Hiring Practices At An Advisory Firm

Webinars

shanea607 October 06, 2011
(Updated: October 06, 2011)

4.0
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Study: Long-Term Bond Fund Investors Perform Better Than Expected In A Period Of Rising Rates

Webinars

shanea607 August 04, 2011
(Updated: August 04, 2011)

4.0
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SunGard WealthStation

Financial Planning

shanea607 July 12, 2011

Overall rating

4.0

Company

4.0

Interface

4.0

Integration

2.0

Pricing

4.0

Monte Carlo Simulation

3.0

Taxes

5.0

Asset Allocation

4.0

LTC-College Planning

5.0

Estate Planning

5.0

Comprehensive program with intuitive reports and time saving input carryovers from module to module

Overall it is a good stand alone program though I wish it could integrate with other products.

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An Updated Approach To Goal-Driven Investing

Webinars

shanea607 June 09, 2011
(Updated: June 09, 2011)

2.0
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June 2011 Economy Update From Fritz Meyer

Webinars

shanea607 June 06, 2011
(Updated: June 06, 2011)

4.0
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May 2011 Economy Update From Fritz Meyer

Webinars

shanea607 May 09, 2011
(Updated: May 09, 2011)

4.0
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