Reviews written by dtmayes

51 results - showing 26 - 50  
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Fritz Meyer Economic And Investment Update, August 2015
Webinars
dtmayesdtmayes   August 10, 2015
(Updated: August 10, 2015)
5.0
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Best Practices For Financial Planners In Minimizing Estate Tax
Webinars
dtmayesdtmayes   July 30, 2015
(Updated: July 30, 2015)
5.0
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Tax Reporting On Stock Compensation Earned In 2014
Webinars
dtmayesdtmayes   February 12, 2015
(Updated: February 12, 2015)
5.0
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Data Breaches And Cyber-Liability For Advisors
Webinars
dtmayesdtmayes   January 08, 2015
(Updated: January 08, 2015)
5.0
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Fritz Meyer Economic And Investment Update, September 2014
Webinars
dtmayesdtmayes   September 08, 2014
(Updated: September 08, 2014)
5.0
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Fritz Meyer Economic And Investment Update, August 2014
Webinars
dtmayesdtmayes   August 11, 2014
(Updated: August 11, 2014)
5.0
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What Every Advisor Needs To Know About Self-Directed IRAs
Webinars
dtmayesdtmayes   July 17, 2014
(Updated: July 17, 2014)
5.0
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75 Ways To Generate Tax-Alpha (Part 3) (Two CE credits)*
Webinars
dtmayesdtmayes   July 10, 2014
(Updated: July 10, 2014)
5.0
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Fritz Meyer's Third Quarter Roundup On Economics And Investments -- Two CE Credits
Webinars
dtmayesdtmayes   July 07, 2014
(Updated: July 07, 2014)
5.0
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75 Ways To Generate Tax-Alpha (Part 2) (Two CE credits)*
Webinars
dtmayesdtmayes   June 26, 2014
(Updated: June 26, 2014)
5.0
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Fritz Meyer Economic And Investment Update, December 2013
Webinars
dtmayesdtmayes   December 09, 2013
(Updated: December 09, 2013)
5.0
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A Financial Advisor's Guide To College Admissions
Webinars
dtmayesdtmayes   November 14, 2013
(Updated: November 14, 2013)
5.0
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Index Versus Actively-Managed Fund Portfolios; Results Of A Study For Long-Term Investors
Webinars
dtmayesdtmayes   October 31, 2013
(Updated: October 31, 2013)
5.0
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PortfolioCenter
Portfolio Management
dtmayesdtmayes   October 25, 2013
Overall rating 
 
 
3.7
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
3.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
3.0
Integrations 
 
 
4.0
Security 
 
 
4.0
Hosting 
 
 
2.0
Pricing 
 
 
3.0

Consistent

Works consistently without issues. Interfaces and reports a bit dated. Good support.

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Strategic Alliances With Accountants And Attorneys
Webinars
dtmayesdtmayes   October 03, 2013
(Updated: October 03, 2013)
4.0
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Same Economics, Different Taxes: Opportunities For Generating After-Tax Alpha
Webinars
dtmayesdtmayes   September 19, 2013
(Updated: September 19, 2013)
4.0
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Fritz Meyer Economic And Investment Update, August 2013
Webinars
dtmayesdtmayes   August 12, 2013
(Updated: August 12, 2013)
5.0
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DOMA's Demise: Financial And Tax Planning Implications Advisors Must Know About
Webinars
dtmayesdtmayes   August 08, 2013
(Updated: August 08, 2013)
5.0
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With Interest Rates Expected To Rise, Should You Avoid Bonds?
Webinars
dtmayesdtmayes   January 24, 2013
(Updated: January 24, 2013)
5.0
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Keebler’s Top 10 IRA Strategies Update & Drawdown Techniques
Webinars
dtmayesdtmayes   November 18, 2012
(Updated: November 18, 2012)
5.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For November 2012
Webinars
dtmayesdtmayes   November 12, 2012
(Updated: November 12, 2012)
5.0
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Portfolio Design, Asset-Class Performance And Correlations And Rebalancing
Webinars
dtmayesdtmayes   November 08, 2012
(Updated: November 08, 2012)
5.0
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Trust Topics And Trends For Financial Advisors
Webinars
dtmayesdtmayes   October 11, 2012
(Updated: October 11, 2012)
5.0
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Monthly Economic Update And Investment Outlook From Fritz Meyer For October 2012
Webinars
dtmayesdtmayes   October 08, 2012
(Updated: October 08, 2012)
5.0
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MoneyGuidePro
Financial Planning
dtmayesdtmayes   September 14, 2012
Overall rating 
 
 
4.5
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
5.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Top notch in ease of use and client-friendly output. New SS strategy analysis is excellent.

Top notch in ease of use and client-friendly output. New SS strategy analysis is excellent.

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51 results - showing 26 - 50  
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