Reviews written by shelbyr806

114 results - showing 101 - 114  
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shelbyr806shelbyr806   February 10, 2014
(Updated: February 10, 2014)
4.0
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shelbyr806shelbyr806   January 13, 2014
(Updated: January 13, 2014)
5.0
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shelbyr806shelbyr806   December 12, 2013
(Updated: December 12, 2013)
3.0
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shelbyr806shelbyr806   December 09, 2013
(Updated: December 09, 2013)
4.0
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shelbyr806shelbyr806   October 07, 2013
(Updated: October 07, 2013)
4.0
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I enjoy these, but I DO find the quizzes for the CPA's annoying. How many can there be, compared to CFP's? Couldn't they just take a quiz after...

shelbyr806shelbyr806   September 09, 2013
(Updated: September 09, 2013)
4.0
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Seemed much fresher this month- great perspective/context- thank you!

shelbyr806shelbyr806   August 12, 2013
(Updated: August 12, 2013)
3.0
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This one seemed particularly redundant to previous months. Sorry, I really enjoy Fritz, but I think it is time to move on and get some new material.

shelbyr806shelbyr806   July 08, 2013
(Updated: July 08, 2013)
3.0
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I always love Fritz, but this one seemed particularly redundant to the last couple of months- don't want to be tooo critical, but that is my perception

shelbyr806shelbyr806   May 13, 2013
(Updated: May 13, 2013)
4.0
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Good job as always

Financial Planning
shelbyr806shelbyr806   May 13, 2013
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

Pretty Good

I have no comment

shelbyr806shelbyr806   April 08, 2013
(Updated: April 08, 2013)
5.0
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I really look forward to these every month- Please keep doing them!

shelbyr806shelbyr806   March 07, 2013
(Updated: March 07, 2013)
4.0
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This was very helpful and thought-provoking. I loved having the metrics to support the anecdotal evidence for what we are seeing.

shelbyr806shelbyr806   June 07, 2012
(Updated: June 07, 2012)
5.0
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shelbyr806shelbyr806   June 07, 2012
(Updated: June 07, 2012)
5.0
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114 results - showing 101 - 114  
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