Reviews written by vguettlein

17 results - showing 1 - 17  
 
 
vguettleinvguettlein   April 09, 2012
(Updated: April 09, 2012)
Rating 
 
4.0

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vguettleinvguettlein   February 16, 2012
(Updated: February 16, 2012)
Rating 
 
4.0

Great, interesting topic. Lot's of questions. Few answers. Ideas are great, but give specifics. Overall, great fodder for the "thinktank".

vguettleinvguettlein   January 09, 2012
(Updated: January 09, 2012)
Rating 
 
5.0

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vguettleinvguettlein   December 12, 2011
(Updated: December 12, 2011)
Rating 
 
4.0

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vguettleinvguettlein   November 07, 2011
(Updated: November 07, 2011)
Rating 
 
5.0

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vguettleinvguettlein   October 10, 2011
(Updated: October 10, 2011)
Rating 
 
5.0

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Financial Advisor Webinar Series
vguettleinvguettlein   August 08, 2011
(Updated: August 08, 2011)
Rating 
 
5.0

Always useful, keeps reiterating points we aught not forget.

vguettleinvguettlein   June 16, 2011
(Updated: June 16, 2011)
Rating 
 
3.0

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Financial Advisor Webinar Series
vguettleinvguettlein   June 06, 2011
(Updated: June 06, 2011)
Rating 
 
4.0

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Financial Advisor Webinar Series
vguettleinvguettlein   May 09, 2011
(Updated: May 09, 2011)
Rating 
 
5.0

Fire hose information but I love it.

Financial Advisor Webinar Series
vguettleinvguettlein   April 21, 2011
Rating 
 
4.0

In theory, yes, but...

It's hard to argue with Rick's statistics. I manage passive models with annual rebalancing, but I use active funds. I've had the same fund line-up for years and...

Financial Advisor Webinar Series
vguettleinvguettlein   April 07, 2011
(Updated: April 07, 2011)
Rating 
 
4.0

Craig's full presentation is better, but this is a good teaser.

vguettleinvguettlein   February 17, 2011
(Updated: February 17, 2011)
Rating 
 
5.0

One of the best webinars you've had.

Portfolio Management
vguettleinvguettlein   August 04, 2010
Overall rating 
 
3.8
Company 
 
4.0
Technology Support 
 
4.0
Reconcilliation 
 
4.0
Financial Institution Interfaces 
 
4.0
Reports 
 
4.0
Fixed Income 
 
1.0
Tax Lot Accounting 
 
4.0
Trading 
 
4.0
Integrations 
 
4.0
Security 
 
4.0
Hosting 
 
4.0
Pricing 
 
4.0

Orion

I like it.

CRM Software
vguettleinvguettlein   July 13, 2010
Overall rating 
 
2.7
Company  
 
4.0
Software Support  
 
4.0
Investment Tracking  
 
2.0
Insurance Tracking  
 
3.0
Workflow Management  
 
2.0
Productivity  
 
4.0
Client Portal  
 
1.0
Integration  
 
1.0
Security  
 
2.0
Pricing 
 
4.0

Functional. Decent program. Connectivity not so good.

no comments. see above.

Financial Planning
vguettleinvguettlein   January 25, 2010
Overall rating 
 
3.8
Company 
 
5.0
Interface 
 
4.0
Integration 
 
3.0
Pricing 
 
5.0
Monte Carlo Simulation 
 
4.0
Taxes 
 
4.0
Asset Allocation 
 
3.0
LTC-College Planning 
 
3.0
Estate Planning 
 
3.0

Great program for retirement planning

Overall, this is agreat retirement planning program.

vguettleinvguettlein   July 16, 2009
(Updated: July 16, 2009)
Rating 
 
4.0

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17 results - showing 1 - 17