Reviews written by gibr520

Fritz Meyer Economic And Investment Update, November 2013

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gibr520 November 11, 2013
(Updated: November 11, 2013)

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The Big Impact Of Seemingly Small Decisions In Retirement Income Planning

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gibr520 November 07, 2013
(Updated: November 07, 2013)

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Index Versus Actively-Managed Fund Portfolios; Results Of A Study For Long-Term Investors

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gibr520 October 31, 2013
(Updated: October 31, 2013)

5.0
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Fritz Meyer Economic And Investment Update, October 2013

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gibr520 October 07, 2013
(Updated: October 07, 2013)

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Attributes Of Major Asset Classes And Associated Behavioral Finance Issues

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gibr520 July 18, 2013
(Updated: July 18, 2013)

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Fritz Meyer's Monthly Economic Update And Investment Outlook For May 2013

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gibr520 May 13, 2013
(Updated: May 13, 2013)

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From Efficient To Effective: Building A Multi-Asset Portfolio

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gibr520 May 09, 2013
(Updated: May 09, 2013)

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What's The Difference Between A CFA®, CIMA®, CPWA®, CFP®, And CPA/PFS?

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gibr520 April 25, 2013
(Updated: April 25, 2013)

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pretty basic info

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Year End Income Tax Planning

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gibr520 September 06, 2012
(Updated: September 06, 2012)

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How Can Fiduciaries Protect Clients From Overpaying For Life Insurance?

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gibr520 July 12, 2012
(Updated: July 12, 2012)

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How Can Fiduciaries Protect Clients From Overpaying For Life Insurance?

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gibr520 July 12, 2012
(Updated: July 12, 2012)

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Practical Tips For RIAs To Move To The Cloud Compliantly

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gibr520 April 19, 2012
(Updated: April 19, 2012)

3.0
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too general - already know the rules about compliance - everyone teaches that - I need to know about cloud computing - didnt get that much info

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Minimizing Taxation Of Incentive Stock Options And Non-Qualified Stock Options

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gibr520 April 12, 2012
(Updated: April 12, 2012)

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Cloud Computing For RIAs: Compliance Tips And Practical Considerations When Moving Client Records

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gibr520 March 29, 2012
(Updated: March 29, 2012)

3.0
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too general - already know the rules about compliance - everyone teaches that - I need to know about cloud computing - didnt get that much info

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Monthly Economic Update And Investment Outlook From Fritz Meyer For March 2012

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gibr520 March 12, 2012
(Updated: March 12, 2012)

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Assessing Major Risks To Retirement Plans

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gibr520 February 09, 2012
(Updated: February 09, 2012)

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The 2012 401(k) Opportunity For Advisors: What's Changed, Why Now

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gibr520 January 12, 2012
(Updated: January 12, 2012)

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Monthly Economic Update And Investment Outlook From Fritz Meyer For December 2011

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gibr520 December 12, 2011
(Updated: December 12, 2011)

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too bad it has become such a sales piece for Advisor Products

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A New Credential For Investment Fiduciaries From A Founding Father Of The Fiduciary Movement

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gibr520 October 13, 2011
(Updated: October 13, 2011)

4.0
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who is tammy emsick?

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Fritz Meyer's Economic Update And Investment Outlook For October 2011

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gibr520 October 10, 2011
(Updated: October 10, 2011)

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PortfolioCenter

Portfolio Management

gibr520 September 01, 2011

Overall rating

3.9

Company

5.0

Technology Support

4.0

Reconcilliation

5.0

Financial Institution Interfaces

5.0

Reports

4.0

Fixed Income

4.0

Tax Lot Accounting

5.0

Trading

3.0

Integrations

3.0

Security

4.0

Hosting

3.0

Pricing

2.0

Have used it for years - like it

Like the program

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The Switch Is On Again For RIAs

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gibr520 August 11, 2011
(Updated: August 11, 2011)

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August 2011 Economy Update From Fritz Meyer

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gibr520 August 08, 2011
(Updated: August 08, 2011)

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excellent and timely information - well organized with good supporting slides - thanks for this

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Study: Long-Term Bond Fund Investors Perform Better Than Expected In A Period Of Rising Rates

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gibr520 August 04, 2011
(Updated: August 04, 2011)

3.0
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Harold Evensky On What's New In Wealth Management

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gibr520 July 28, 2011
(Updated: July 28, 2011)

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excellent content - thanks

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