Reviews written by jwimbiscus

22 results - showing 1 - 22  
 
 
jwimbiscusjwimbiscus   April 12, 2021
9.0
Average Attendee Rating
Poor Average Excellent
jwimbiscusjwimbiscus   January 20, 2021
10
Average Attendee Rating
Poor Average Excellent
jwimbiscusjwimbiscus   January 11, 2021
10
Average Attendee Rating
Poor Average Excellent
jwimbiscusjwimbiscus   June 24, 2020
8.0
Average Attendee Rating
Poor Average Excellent
jwimbiscusjwimbiscus   May 11, 2020
7.0
Average Attendee Rating
Poor Average Excellent
jwimbiscusjwimbiscus   April 13, 2020
9.0
Average Attendee Rating
Poor Average Excellent
jwimbiscusjwimbiscus   February 10, 2020
9.0
Average Attendee Rating
Poor Average Excellent
jwimbiscusjwimbiscus   January 13, 2020
9.0
Average Attendee Rating
Poor Average Excellent
jwimbiscusjwimbiscus   July 10, 2019
4.0
Average Attendee Rating
Poor Average Excellent
jwimbiscusjwimbiscus   April 30, 2019
5.0
Average Attendee Rating
Poor Average Excellent
jwimbiscusjwimbiscus   March 11, 2019
5.0
Average Attendee Rating
Poor Average Excellent
jwimbiscusjwimbiscus   February 11, 2019
5.0
Average Attendee Rating
Poor Average Excellent
jwimbiscusjwimbiscus   December 25, 2018
5.0
Average Attendee Rating
Poor Average Excellent
jwimbiscusjwimbiscus   December 12, 2018
5.0
Average Attendee Rating
Poor Average Excellent
jwimbiscusjwimbiscus   April 11, 2018
4.0
Average Attendee Rating
Poor Average Excellent
jwimbiscusjwimbiscus   April 11, 2016
(Updated: April 11, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

One observation. Gold was $106 market price in 1973. It is over $1200 today, so the math works out to about 5.9%/yr over 43 years. What...

jwimbiscusjwimbiscus   October 13, 2014
(Updated: October 13, 2014)
4.0
Average Attendee Rating
Poor Average Excellent

-

jwimbiscusjwimbiscus   September 08, 2014
(Updated: September 08, 2014)
4.0
Average Attendee Rating
Poor Average Excellent

-

jwimbiscusjwimbiscus   January 23, 2014
(Updated: January 23, 2014)
4.0
Average Attendee Rating
Poor Average Excellent

-

Portfolio Management
jwimbiscusjwimbiscus   June 28, 2013
Overall rating 
 
 
3.3
Company 
 
 
4.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
2.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
4.0
Pricing 
 
 
3.0

good

ok

Financial Planning
jwimbiscusjwimbiscus   August 11, 2012
Overall rating 
 
 
2.5
Company 
 
 
3.0
Interface 
 
 
3.0
Integration 
 
 
2.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
1.0
Asset Allocation 
 
 
2.0
LTC-College Planning 
 
 
2.0
Estate Planning 
 
 
2.0

not good

Not good.

jwimbiscusjwimbiscus   February 16, 2012
(Updated: February 16, 2012)
3.0
Average Attendee Rating
Poor Average Excellent

Specific tactics would have been helpful.

22 results - showing 1 - 22