Reviews written by dreese107

4 results - showing 1 - 4  
 
 
Fritz Meyer Economic Update, September 2017
Webinars
dreese107dreese107   September 11, 2017
(Updated: September 11, 2017)
4.0
Average Attendee Rating
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Inflation, Returns, And Portfolio Management
Webinars
dreese107dreese107   May 24, 2017
(Updated: May 24, 2017)
4.0
Average Attendee Rating
Poor Average Excellent

Good information to better understand the value of diversification during different market periods.

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Fritz Meyer Economic Update, May 2017
Webinars
dreese107dreese107   May 08, 2017
(Updated: May 08, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Fritz does a great job of taking complex data and breaking it down into an easy to understand format.

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eMoney
Financial Planning
dreese107dreese107   March 09, 2017
Overall rating 
 
 
3.5
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
2.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
2.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

E-money - Good program with big learning curve.

I have used the program for many years, but seem to always be looking for an alternative due to the cost of E-money.

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4 results - showing 1 - 4