Reviews written by jwimbiscus
24 results - showing 1 - 24
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...
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
Webinars
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
Portfolio Management
jwimbiscus
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
jwimbiscus
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.
3.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Specific tactics would have been helpful.
24 results - showing 1 - 24
