Reviews written by daler901

23 results - showing 1 - 23  
 
 
daler901daler901   September 10, 2012
(Updated: September 10, 2012)
Rating 
 
 
5.0

-

daler901daler901   July 09, 2012
(Updated: July 09, 2012)
Rating 
 
 
5.0

-

daler901daler901   June 07, 2012
(Updated: June 07, 2012)
Rating 
 
 
5.0

-

daler901daler901   June 07, 2012
(Updated: June 07, 2012)
Rating 
 
 
5.0

-

daler901daler901   May 07, 2012
(Updated: May 07, 2012)
Rating 
 
 
5.0

-

daler901daler901   March 12, 2012
(Updated: March 12, 2012)
Rating 
 
 
5.0

-

daler901daler901   November 17, 2011
(Updated: November 17, 2011)
Rating 
 
 
3.0

interesting idea but a few examples using the software would have made it better.

daler901daler901   September 15, 2011
(Updated: September 15, 2011)
Rating 
 
 
4.0

-

daler901daler901   September 12, 2011
(Updated: September 12, 2011)
Rating 
 
 
5.0

Very informative

daler901daler901   July 28, 2011
(Updated: July 28, 2011)
Rating 
 
 
5.0

Very much enjoyed. Have followed Harold's work for years.

daler901daler901   April 07, 2011
(Updated: April 07, 2011)
Rating 
 
 
5.0

Very interesting and well presented.

daler901daler901   January 20, 2011
(Updated: January 20, 2011)
Rating 
 
 
5.0

-

daler901daler901   January 06, 2011
(Updated: January 06, 2011)
Rating 
 
 
5.0

Excellent

daler901daler901   December 09, 2010
(Updated: December 09, 2010)
Rating 
 
 
4.0

interesting in terms of the changes coming and the data available

daler901daler901   October 07, 2010
(Updated: October 07, 2010)
Rating 
 
 
5.0

Excellent

daler901daler901   September 30, 2010
(Updated: September 30, 2010)
Rating 
 
 
5.0

-

daler901daler901   July 29, 2010
(Updated: July 29, 2010)
Rating 
 
 
4.0

Good information

daler901daler901   March 18, 2010
(Updated: March 18, 2010)
Rating 
 
 
4.0

-

daler901daler901   March 11, 2010
(Updated: March 11, 2010)
Rating 
 
 
4.0

-

daler901daler901   February 04, 2010
(Updated: February 04, 2010)
Rating 
 
 
4.0

-

Financial Planning
daler901daler901   January 09, 2010
Overall rating 
 
 
4.0
Company 
 
 
4.0
Interface 
 
 
5.0
Integration 
 
 
4.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Good program for sharing with other advisors in firm

Recommend

daler901daler901   January 07, 2010
(Updated: January 07, 2010)
Rating 
 
 
4.0

-

daler901daler901   July 16, 2009
(Updated: July 16, 2009)
Rating 
 
 
5.0

-

23 results - showing 1 - 23