Reviews written by rwilgos

2017 Compliance For RIAs

Webinars

rwilgos December 08, 2016
(Updated: December 08, 2016)

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Designing Portfolios For Accumulation And Distribution Lifecycles

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rwilgos October 26, 2016
(Updated: October 26, 2016)

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Fritz Meyer's 3Q 2016 Economic Roundup – Two Credits

Webinars

rwilgos October 13, 2016
(Updated: October 13, 2016)

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Investment Basics For Advisors To Teach Prospects And Clients

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rwilgos August 24, 2016
(Updated: August 24, 2016)

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Defining A Fiduciary-Level Of Diversification

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rwilgos May 25, 2016
(Updated: May 25, 2016)

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The DOL's New Fiduciary Rule

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rwilgos May 19, 2016
(Updated: May 19, 2016)

4.0
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Related to the DOL rule, the concept of a Fiduciary is good but the implementation is terrible. It should not take a thousand pages to tell us to put our...

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A Simple New Approach To Retirement Income Planning

Webinars

rwilgos May 12, 2016
(Updated: May 12, 2016)

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Fritz Meyer Economic And Investment Update, May 2016

Webinars

rwilgos May 09, 2016
(Updated: May 09, 2016)

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A Financial Advisor's Guide To College Funding

Webinars

rwilgos May 05, 2016
(Updated: May 05, 2016)

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Retirement Portfolio Torture Test, 1970-2015

Webinars

rwilgos April 27, 2016
(Updated: April 27, 2016)

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IRAs And Roth IRAs After A Client Dies

Webinars

rwilgos March 30, 2016
(Updated: March 30, 2016)

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Preparing 1040s: What Financial Advisors Must Know (2 CE credits)

Webinars

rwilgos January 28, 2016
(Updated: January 28, 2016)

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A Fiduciary's Guide To Serving Active And Retired U.S. Military

Webinars

rwilgos January 14, 2016
(Updated: January 14, 2016)

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Fritz Meyer's 4Q2015 Roundup (2 CPE credits)

Webinars

rwilgos January 11, 2016
(Updated: January 11, 2016)

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What Markets Are Completely Missing About 2016

Webinars

rwilgos January 07, 2016
(Updated: January 07, 2016)

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Retirement Portfolio Design

Webinars

rwilgos October 22, 2015
(Updated: October 22, 2015)

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Betterment Institutional Webinar

Webinars

rwilgos October 15, 2015
(Updated: October 15, 2015)

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Business-Owner Tax Rules Investment Advisors Must Know About For 2016

Webinars

rwilgos October 01, 2015
(Updated: October 01, 2015)

5.0
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The Rise And Fall Of The 4% Withdrawal Rate Rule On Retirement Portfolios

Webinars

rwilgos May 17, 2012
(Updated: May 17, 2012)

3.0
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Introduction To Tax-Efficient Investing (Part 1)

Webinars

rwilgos September 08, 2011
(Updated: September 08, 2011)

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Modern Portfolio Theory Is Alive And Well And Here's How To Use It Right Now

Webinars

rwilgos February 17, 2011
(Updated: February 17, 2011)

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The Death Of Buy & Hold Has Been Greatly Exaggerated

Webinars

rwilgos January 06, 2011
(Updated: January 06, 2011)

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Compelling argument for passive investing.

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State Securities Chiefs Speak About RIA Regulatory Overhaul

Webinars

rwilgos December 02, 2010
(Updated: December 02, 2010)

4.0
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Too focused on transitioning the largest RIAs from SEC to state. Rules for new ADV timeframe are not consistent with PA. They told me the earliest we would need to...

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MoneyGuidePro

Financial Planning

rwilgos February 09, 2010

Overall rating

3.6

Company

4.0

Interface

4.0

Integration

3.0

Pricing

3.0

Monte Carlo Simulation

4.0

Taxes

4.0

Asset Allocation

4.0

LTC-College Planning

3.0

Estate Planning

3.0

Excellent approach to Financial Planning; emphasis is on client goals not technical details.

I would recommend MGP to any individual just starting out in this profession.

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Going Paperless 2.0

Webinars

rwilgos November 12, 2009
(Updated: November 12, 2009)

4.0
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