An Updated Approach To Goal-Driven Investing
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18 reviews with 5 stars
(Updated: June 09, 2011)
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(Updated: June 09, 2011)
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(Updated: June 09, 2011)
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The lecture was a sea change in Investment Advisor reference tools. I am surprised compliance and government regulators are not jumping at using this referential product. Clearly a best in class approach for IA's
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(Updated: June 09, 2011)
jimb973
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Excellent presentation. Mr. Rudd is very knowlegeable and his approach is intuitive and practical.
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