Reviews written by lscharr@gmail.com

Applying Behavioral Finance Research To Mass-Affluent Financial Planning Engagements

Webinars

lscharr@gmail.com April 10, 2014
(Updated: April 10, 2014)

5.0
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Awesome. We need more programs that help us deal with behavioral issues and specifically how we can help move the needle. Hopefully, Guide financial will provide us with some...

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The Safe Retirement Withdrawal Rate Problem: A Simple, New Approach

Webinars

lscharr@gmail.com February 06, 2014
(Updated: February 06, 2014)

4.0
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Too basic. I think you need better tools to model retirement. Also, the main issue is that it is hard to control clients' spending in retirement( just like...

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Attributes Of Major Asset Classes And Associated Behavioral Finance Issues

Webinars

lscharr@gmail.com July 18, 2013
(Updated: July 18, 2013)

5.0
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The Chinese Boom And Bust Economic Cycle: What Private Wealth Advisors Need to Know

Webinars

lscharr@gmail.com June 20, 2013
(Updated: June 20, 2013)

3.0
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-

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Golden Years

Financial Planning

lscharr@gmail.com February 14, 2013

Overall rating

3.1

Company

5.0

Interface

5.0

Integration

2.0

Pricing

4.0

Monte Carlo Simulation

4.0

Taxes

4.0

Asset Allocation

2.0

LTC-College Planning

1.0

Estate Planning

1.0

Money Tree

I may consider Emoney in the future.

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