Reviews written by jaron

Manager Selection And An Update On CFA Institute Initiatives For Advisors

Webinars

jaron March 20, 2014
(Updated: March 20, 2014)

5.0
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-

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SunGard WealthStation

Financial Planning

jaron March 11, 2014

Overall rating

1.5

Company

1.0

Interface

1.0

Integration

1.0

Pricing

3.0

Monte Carlo Simulation

3.0

Taxes

1.0

Asset Allocation

1.0

LTC-College Planning

1.0

Estate Planning

1.0

Bare bones

Not bad for very basic projections. Difficult to use for even slightly complicated cases.

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Fritz Meyer Economic And Investment Update, March 2014

Webinars

jaron March 10, 2014
(Updated: March 10, 2014)

5.0
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With A Correction Upon Us, Fritz Meyer Economic And Investment Update; February 2014

Webinars

jaron February 10, 2014
(Updated: February 10, 2014)

5.0
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Creating Tax-Alpha In Today's Interest And Tax Rate Environment

Webinars

jaron January 27, 2014
(Updated: January 27, 2014)

3.0
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Fritz Meyer Economic And Investment Update, January 2014

Webinars

jaron January 13, 2014
(Updated: January 13, 2014)

5.0
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terrific

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Appointing A Trust Protector To Improve Estate Plans

Webinars

jaron November 30, -1

5.0
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