Reviews written by jwimbiscus

14 results - showing 1 - 14  
 
 
jwimbiscusjwimbiscus   April 30, 2019
Rating 
 
5.0
jwimbiscusjwimbiscus   February 11, 2019
Rating 
 
5.0
jwimbiscusjwimbiscus   December 12, 2018
Rating 
 
5.0
jwimbiscusjwimbiscus   April 11, 2018
Rating 
 
4.0
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...

jwimbiscusjwimbiscus   October 13, 2014
(Updated: October 13, 2014)
Rating 
 
4.0

-

jwimbiscusjwimbiscus   September 08, 2014
(Updated: September 08, 2014)
Rating 
 
4.0

-

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)
Rating 
 
3.0

Specific tactics would have been helpful.

14 results - showing 1 - 14  
 
 

 

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