Reviews written by susanb781

51 Year Risk, Return, And Correlation Data On Seven Core Asset Classes

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susanb781 January 25, 2021

10
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Excellent, as usual. A recent article in the WSJ mentioned that William Bengen said a 4.5 withdrawl rate may be realistic as compared to his original 4% conclusion. ...

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2021 Tax Planning Continuing Professional Education

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susanb781 January 20, 2021

10
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Excellent! Thank You!!

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The New Estate Planning Landscape

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susanb781 January 28, 2010
(Updated: January 28, 2010)

5.0
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Outstanding! Very timely and very informative. Please have him back and go into more detail about the planning strategies and exceptions. Also, it would be helpful to revisit...

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Sizing Up Performance Reporting Outsourcing Solutions

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susanb781 December 17, 2009
(Updated: December 17, 2009)

2.0
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Sounded too much like a "sales pitch" for advent. Not a real evaluation of the various providers with strengths and weaknesses of each. A disappointment.

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Seizing The Roth IRA Opportunity With Clients And Prospects

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susanb781 December 10, 2009
(Updated: December 10, 2009)

5.0
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Excellent! Very informative!

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Secure Hardware For Advisors

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susanb781 December 03, 2009
(Updated: December 03, 2009)

5.0
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Create a compliance security checklist and the appropriate devices/software to implement compliance. Using and securing blackberries and net books.

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