Reviews written by lous360

17 results - showing 1 - 17  
 
 
Tax-Sensitive Retirement-Income Withdrawal Strategies
Webinars
lous360lous360   November 25, 2013
(Updated: November 25, 2013)
4.0
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Index Versus Actively-Managed Fund Portfolios; Results Of A Study For Long-Term Investors
Webinars
lous360lous360   October 31, 2013
(Updated: October 31, 2013)
5.0
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DOMA's Demise: Financial And Tax Planning Implications Advisors Must Know About
Webinars
lous360lous360   August 08, 2013
(Updated: August 08, 2013)
4.0
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Life & Disability Insurance; Six Current Case Studies
Webinars
lous360lous360   August 01, 2013
(Updated: August 01, 2013)
2.0
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Attributes Of Major Asset Classes And Associated Behavioral Finance Issues
Webinars
lous360lous360   July 18, 2013
(Updated: July 18, 2013)
4.0
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Gresham's Model For A Healthy Relationship With Money
Webinars
lous360lous360   March 22, 2012
(Updated: March 22, 2012)
4.0
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Awareness, Stickiness And Leads: How RIAs Can Use Social Media Compliantly
Webinars
lous360lous360   February 23, 2012
(Updated: February 23, 2012)
4.0
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Income & Estate Tax Strategies For The Year
Webinars
lous360lous360   February 02, 2012
(Updated: February 02, 2012)
5.0
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The 2012 401(k) Opportunity For Advisors: What's Changed, Why Now
Webinars
lous360lous360   January 12, 2012
(Updated: January 12, 2012)
4.0
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Introduction To Tax-Efficient Investing (Part 1)
Webinars
lous360lous360   September 08, 2011
(Updated: September 08, 2011)
4.0
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Albridge Solutions
Portfolio Management
lous360lous360   August 22, 2011
Overall rating 
 
 
3.0
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
4.0
Fixed Income 
 
 
2.0
Tax Lot Accounting 
 
 
2.0
Trading 
 
 
2.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

Good program for aggregation and reporting - tax lot and cost basis not easy

Good program for aggregation and reporting - tax lot and cost basis not easy

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Golden Years
Financial Planning
lous360lous360   August 17, 2011
Overall rating 
 
 
3.8
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
3.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Excellent program for cash flow analysis

I have used Money Tree software for a number of years. I find it very good for most applications, and support is great!

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Harold Evensky On What's New In Wealth Management
Webinars
lous360lous360   July 28, 2011
(Updated: July 28, 2011)
4.0
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July 2011 Economy Update With Fritz Meyer
Webinars
lous360lous360   July 11, 2011
(Updated: July 11, 2011)
4.0
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Preparing For The Worst: Managing Your Clients In A Bear Market
Webinars
lous360lous360   July 16, 2009
(Updated: July 16, 2009)
4.0
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17 results - showing 1 - 17