Reviews written by keithn615
6 results - showing 1 - 6
5.0 |
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Interesting to see Dr. Pfau's model. I'd like to see him explore the final observation he made regarding the Retiree 2000 Vintage and look at where this cohort is...
Webinars
keithn615
August 06, 2011
5.0 |
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Practical & surprising info about bond fund returns in bond bear markets
Debunks the conventional wisdom about what really happens to bond fund returns in bond bear markets. Can't wait for the future update addressing the admitted survivorship bias problem in...
Portfolio Management
keithn615
August 06, 2011
Overall rating
4.0
Company
5.0
Technology Support
4.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
4.0
Fixed Income
4.0
Tax Lot Accounting
5.0
Trading
1.0
Integrations
1.0
Security
5.0
Hosting
5.0
Pricing
4.0
Rock solid legacy program that requires experienced operators to run properly.
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Financial Planning
keithn615
August 06, 2011
Overall rating
1.5
Company
3.0
Interface
2.0
Integration
1.0
Pricing
2.0
Monte Carlo Simulation
1.0
Taxes
1.0
Asset Allocation
1.0
LTC-College Planning
1.0
Estate Planning
1.0
Quirky and problematic when used for advanced planning cases.
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3.0 |
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| Average Attendee Rating | ||
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I've been doing VBFP for 10+ years, and I've yet to bring in a client who had done it elsewhere. There's room to grow with this approach. Just...
Webinars
4.0 |
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| Average Attendee Rating | ||
| Poor | Average | Excellent |
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6 results - showing 1 - 6
