Reviews written by WWM

Asset Class Correlations In Diversified Portfolios

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WWM November 15, 2017
(Updated: November 15, 2017)

5.0
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great information

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Illustrating Retirement Portfolio Survival

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WWM October 25, 2017
(Updated: October 25, 2017)

5.0
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Capitalizing On Your Competitive Advantage Of Advising On A Low-Cost Diversified Core Portfolio

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WWM June 28, 2017
(Updated: June 28, 2017)

5.0
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great

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Strategic Tax-Sensitive Draw-Downs On Retirement Portfolios

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WWM June 21, 2017
(Updated: June 21, 2017)

5.0
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2016 Year-End Tax Planning For Investment Advisors

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WWM August 25, 2016
(Updated: August 25, 2016)

5.0
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Bob is always insightful

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Investment Basics For Advisors To Teach Prospects And Clients

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WWM August 24, 2016
(Updated: August 24, 2016)

5.0
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great info

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A Financial Advisor's Guide To College Funding

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WWM May 05, 2016
(Updated: May 05, 2016)

5.0
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Good basic information

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IRAs And Roth IRAs After A Client Dies

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WWM March 30, 2016
(Updated: March 30, 2016)

5.0
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great

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Retirement Portfolios Rated For Survivability Over 56 Rolling 35-Year Periods

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WWM March 23, 2016
(Updated: March 23, 2016)

5.0
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Great information love the graph concept

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Preparing 1040s: What Financial Advisors Must Know (2 CE credits)

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WWM January 28, 2016
(Updated: January 28, 2016)

5.0
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Great content - could use some more info on taxing MLPs

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2015 Asset-Class Performance Versus 5-, 10-, and 15-Year Periods

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WWM January 27, 2016
(Updated: January 27, 2016)

5.0
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Great information

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A Fiduciary's Guide To Serving Active And Retired U.S. Military

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WWM January 14, 2016
(Updated: January 14, 2016)

5.0
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Great

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China's Great Crash: Implications For The World Economy

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WWM August 26, 2015
(Updated: August 26, 2015)

4.0
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Very informative

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Best Practices For Financial Planners In Minimizing Estate Tax

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WWM July 30, 2015
(Updated: July 30, 2015)

5.0
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Great informaiton

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Positioning And Delivering Retirement Income With Clients

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WWM July 23, 2015
(Updated: July 23, 2015)

5.0
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Tax Planning For Concentrated Low-Basis Positions, Options, And Margin Accounts

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WWM March 19, 2015
(Updated: March 19, 2015)

4.0
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very complex

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What Will Drive Yields In 2015?

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WWM March 05, 2015
(Updated: March 05, 2015)

5.0
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Very helpful insight

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A Detailed Guide To IRS Form 1040 For IA Reps (2 CE Credits)

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WWM January 22, 2015
(Updated: January 22, 2015)

5.0
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good topic selection

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Protecting Your RIA From Cyber Threats

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WWM December 04, 2014
(Updated: December 04, 2014)

5.0
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Good timely topic

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Easy Money

Financial Planning

WWM November 21, 2014

Overall rating

5.0

Company

5.0

Interface

5.0

Integration

5.0

Pricing

5.0

Monte Carlo Simulation

5.0

Taxes

5.0

Asset Allocation

5.0

LTC-College Planning

5.0

Estate Planning

5.0

Software that solves problems for planners.

I have used this software for over 10 years.

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Managing Clients Tax Effectively In 2015, And Year-End Reminders For 2014

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WWM November 20, 2014
(Updated: November 20, 2014)

5.0
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-

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Preparing For The Worst: Managing Your Clients In A Bear Market

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WWM July 16, 2009
(Updated: July 16, 2009)

5.0
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Good timely topic

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