Reviews written by StLpk

The Answer For Today's RIAs Is Active Management, Says Successful RIA-Owner Ken Solow

Webinars

StLpk May 31, 2012
(Updated: May 31, 2012)

1.0
Average Attendee Rating
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Told me nothing. This was a sales presentation for Pinnacle. I thought it would teach me useful items about market timing.

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Monthly Economic Update And Investment Outlook From Fritz Meyer For April 2012

Webinars

StLpk April 09, 2012
(Updated: April 09, 2012)

5.0
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-

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Monthly Economic Update And Investment Outlook From Fritz Meyer For February 2012

Webinars

StLpk February 13, 2012
(Updated: February 13, 2012)

5.0
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-

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Assessing Major Risks To Retirement Plans

Webinars

StLpk February 09, 2012
(Updated: February 09, 2012)

4.0
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-

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Income & Estate Tax Strategies For The Year

Webinars

StLpk February 02, 2012
(Updated: February 02, 2012)

5.0
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-

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Life Settlements: Understanding The Process, Avoiding The Pitfalls

Webinars

StLpk January 19, 2012
(Updated: January 19, 2012)

3.0
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-

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Monthly Economic Update And Investment Outlook From Fritz Meyer For January 2012

Webinars

StLpk January 09, 2012
(Updated: January 09, 2012)

5.0
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-

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A New Credential For Investment Fiduciaries From A Founding Father Of The Fiduciary Movement

Webinars

StLpk October 13, 2011
(Updated: October 13, 2011)

4.0
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-

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Introduction To Tax-Efficient Investing (Part 1)

Webinars

StLpk September 08, 2011
(Updated: September 08, 2011)

4.0
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-

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The Switch Is On Again For RIAs

Webinars

StLpk August 11, 2011
(Updated: August 11, 2011)

4.0
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-

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August 2011 Economy Update From Fritz Meyer

Webinars

StLpk August 08, 2011
(Updated: August 08, 2011)

5.0
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Study: Long-Term Bond Fund Investors Perform Better Than Expected In A Period Of Rising Rates

Webinars

StLpk August 04, 2011
(Updated: August 04, 2011)

4.0
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-

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Harold Evensky On What's New In Wealth Management

Webinars

StLpk July 28, 2011
(Updated: July 28, 2011)

5.0
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-

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An Updated Approach To Goal-Driven Investing

Webinars

StLpk June 09, 2011
(Updated: June 09, 2011)

4.0
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-

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Oil, Gold, And Portfolio Design

Webinars

StLpk May 19, 2011
(Updated: May 19, 2011)

5.0
Average Attendee Rating
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Interesting topic. I like being able to see products like this while in the beta stage.

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April 2011 Economy Update With Fritz Meyer

Webinars

StLpk April 14, 2011
(Updated: April 14, 2011)

4.0
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Building A Better Balanced Portfolio

Webinars

StLpk April 07, 2011
(Updated: April 07, 2011)

4.0
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10 Tax-Efficient Strategies For Advisors To High-Net-Worth Investors

Webinars

StLpk March 03, 2011
(Updated: March 03, 2011)

4.0
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-

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Modern Portfolio Theory Is Alive And Well And Here's How To Use It Right Now

Webinars

StLpk February 17, 2011
(Updated: February 17, 2011)

3.0
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The History Of Manager Due Diligence And Where We Went Wrong

Webinars

StLpk February 10, 2011
(Updated: February 10, 2011)

4.0
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-

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Helping Business Owners Plan Their Exit Strategy

Webinars

StLpk February 03, 2011
(Updated: February 03, 2011)

4.0
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New Law Means Advisors Must Battle Client Indifference To Estate Planning

Webinars

StLpk January 27, 2011
(Updated: January 27, 2011)

4.0
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The Death Of Buy & Hold Has Been Greatly Exaggerated

Webinars

StLpk January 06, 2011
(Updated: January 06, 2011)

5.0
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Morningstar Office

Portfolio Management

StLpk January 05, 2011

Overall rating

3.1

Company

4.0

Technology Support

4.0

Reconcilliation

3.0

Financial Institution Interfaces

3.0

Reports

5.0

Fixed Income

3.0

Tax Lot Accounting

3.0

Trading

1.0

Integrations

3.0

Security

4.0

Hosting

3.0

Pricing

1.0

Expensive, but how can you run a practice without it?

See title.

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SunGard WealthStation

Financial Planning

StLpk January 03, 2011

Overall rating

3.1

Company

3.0

Interface

3.0

Integration

1.0

Pricing

2.0

Monte Carlo Simulation

4.0

Taxes

3.0

Asset Allocation

5.0

LTC-College Planning

3.0

Estate Planning

4.0

A little too simple. No download of data.

No comment

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