An Updated Approach To Goal-Driven Investing

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77 reviews

 
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Ordering 
 
(Updated: June 09, 2011)
4.0
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Good, but unclear what the software does. Is it similar to a rebalancing tool like Tamarac w/ order generation???

Looking forward to its introduction.

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(Updated: June 09, 2011)
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(Updated: June 09, 2011)
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Much useful information in a relatively compact amount of time. Thank you.

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(Updated: June 09, 2011)
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(Updated: June 09, 2011)
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I am sure Mr. Rudd is an astute wonk. However, his presentation style has much to be desired. The presentation was a poor use of my time. Also, I am not a fan of people who patent their approach to an idea. The tax community was doing this heavily and I believe that the government is stopping this practice. By patenting intellectual capital, competition in the market is diminished. If he was more forthcoming in his methodology, I might be more interested in his approach and his product that he is sell

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