Reviews written by jwimbiscus

14 results - showing 1 - 14  
 
 
Managed Payout Income Replacement Funds vs Annuities
Webinars
jwimbiscusjwimbiscus   July 10, 2019
Rating 
 
4.0
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Life Settlements For Fiduciaries
Webinars
jwimbiscusjwimbiscus   April 30, 2019
Rating 
 
5.0
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Fritz Meyer Economic Update, March 2019
Webinars
jwimbiscusjwimbiscus   March 11, 2019
Rating 
 
5.0
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Fritz Meyer Economic Update, February 2019
Webinars
jwimbiscusjwimbiscus   February 11, 2019
Rating 
 
5.0
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Fritz Meyer Breaking News CE Webinar: Bear Market 2018
Webinars
jwimbiscusjwimbiscus   December 25, 2018
Rating 
 
5.0
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Advanced Planning With Roth IRAs
Webinars
jwimbiscusjwimbiscus   December 12, 2018
Rating 
 
5.0
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Strategies Spawned By TCJA
Webinars
jwimbiscusjwimbiscus   April 11, 2018
Rating 
 
4.0
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Fritz Meyer's 1Q2016 Roundup (2 CPE credits)
Webinars
jwimbiscusjwimbiscus   April 11, 2016
(Updated: April 11, 2016)
Rating 
 
5.0

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...

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Fritz Meyer's 4Q2014 Analysis Webinar -- Two CE Credits
Webinars
jwimbiscusjwimbiscus   October 13, 2014
(Updated: October 13, 2014)
Rating 
 
4.0

-

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Fritz Meyer Economic And Investment Update, September 2014
Webinars
jwimbiscusjwimbiscus   September 08, 2014
(Updated: September 08, 2014)
Rating 
 
4.0

-

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Measuring Diversification & Non-Market Beta: A Quantitative Approach To Driving Sustainable Returns
Webinars
jwimbiscusjwimbiscus   January 23, 2014
(Updated: January 23, 2014)
Rating 
 
4.0

-

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PortfolioCenter
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

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MoneyGuidePro
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.

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Rigged Money: Asset Classes Now Overlap And Their Diversification Is A Myth
Webinars
jwimbiscusjwimbiscus   February 16, 2012
(Updated: February 16, 2012)
Rating 
 
3.0

Specific tactics would have been helpful.

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14 results - showing 1 - 14  
 
 

 

We're the right news and professional education solution for you if you’re a fiduciary who:

 

--  holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually  

--  likes Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck

--  relies on economic fundamentals

--  broadly diversifies a core of client portfolios in low-expense funds

--  strategically invests based on MPT

--  offers tax and financial planning advice

--  wants thought leadership when bad news breaks 

 

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