Reviews written by doug@capitalachievements.com

208 results - showing 176 - 200  
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What Markets Are Completely Missing About 2016
Webinars
doug@capitalachievements.comdoug@capitalachievements.com   January 07, 2016
(Updated: January 07, 2016)
4.0
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Retirement Portfolio Design
Webinars
doug@capitalachievements.comdoug@capitalachievements.com   October 22, 2015
(Updated: October 22, 2015)
5.0
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Fritz Meyer Economic And Investment Update, September 2015
Webinars
doug@capitalachievements.comdoug@capitalachievements.com   September 07, 2015
(Updated: September 07, 2015)
5.0
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Year-End Tax Planning For Investment Advisers
Webinars
doug@capitalachievements.comdoug@capitalachievements.com   August 27, 2015
(Updated: August 27, 2015)
5.0
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LEARN, COMMIT, SUSTAIN: Client Education And Retention
Webinars
doug@capitalachievements.comdoug@capitalachievements.com   August 20, 2015
(Updated: August 20, 2015)
5.0
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Fritz Meyer Economic And Investment Update, August 2015
Webinars
doug@capitalachievements.comdoug@capitalachievements.com   August 10, 2015
(Updated: August 10, 2015)
5.0
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Best Practices For Financial Planners In Minimizing Estate Tax
Webinars
doug@capitalachievements.comdoug@capitalachievements.com   July 30, 2015
(Updated: July 30, 2015)
5.0
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Fritz Meyer's 3Q2015 Analysis Webinar -- Two CE Credits
Webinars
doug@capitalachievements.comdoug@capitalachievements.com   July 13, 2015
(Updated: July 13, 2015)
5.0
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Retirement Portfolio Adequacy
Webinars
doug@capitalachievements.comdoug@capitalachievements.com   May 14, 2015
(Updated: May 14, 2015)
5.0
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Really solid and helpful

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A Detailed Guide To IRS Form 1040 For IA Reps (2 CE Credits)
Webinars
doug@capitalachievements.comdoug@capitalachievements.com   January 22, 2015
(Updated: January 22, 2015)
5.0
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Managing Clients Tax Effectively In 2015, And Year-End Reminders For 2014
Webinars
doug@capitalachievements.comdoug@capitalachievements.com   November 20, 2014
(Updated: November 20, 2014)
5.0
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Year-End Tax Planning Strategies For 2014
Webinars
doug@capitalachievements.comdoug@capitalachievements.com   September 11, 2014
(Updated: September 11, 2014)
5.0
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-

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75 Ways To Generate Tax-Alpha (Part 3) (Two CE credits)*
Webinars
doug@capitalachievements.comdoug@capitalachievements.com   July 10, 2014
(Updated: July 10, 2014)
5.0
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75 Ways To Generate Tax-Alpha (Part 1) (Two CE credits)*
Webinars
doug@capitalachievements.comdoug@capitalachievements.com   May 28, 2014
(Updated: May 28, 2014)
5.0
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more, more, more...

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Bracket Management And Tax-Aware Investing
Webinars
doug@capitalachievements.comdoug@capitalachievements.com   April 24, 2014
(Updated: April 24, 2014)
5.0
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A Financial Planner's Guide To Energy Investing
Webinars
doug@capitalachievements.comdoug@capitalachievements.com   December 05, 2013
(Updated: December 05, 2013)
4.0
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A Financial Advisor's Guide To College Admissions
Webinars
doug@capitalachievements.comdoug@capitalachievements.com   November 14, 2013
(Updated: November 14, 2013)
5.0
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Very helpful to have this kind of allied colleague available.

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How A Fee-Only RIA Can Advise Clients On Existing Annuities
Webinars
doug@capitalachievements.comdoug@capitalachievements.com   March 21, 2013
(Updated: March 21, 2013)
5.0
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Why Financial Advisory Practices Fail To Reach Their Full Potential: The E-Myth And Advisors
Webinars
doug@capitalachievements.comdoug@capitalachievements.com   January 31, 2013
(Updated: January 31, 2013)
1.0
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Year End Income Tax Planning
Webinars
doug@capitalachievements.comdoug@capitalachievements.com   September 06, 2012
(Updated: September 06, 2012)
5.0
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AssetBook
Portfolio Management
doug@capitalachievements.comdoug@capitalachievements.com   August 07, 2012
Overall rating 
 
 
4.6
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
4.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
5.0
Trading 
 
 
3.0
Integrations 
 
 
5.0
Security 
 
 
5.0
Hosting 
 
 
5.0
Pricing 
 
 
5.0

Great flexibility; great support; great system for RIAs.

Best offering out there for RIA firms.

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MoneyGuidePro
Financial Planning
doug@capitalachievements.comdoug@capitalachievements.com   December 24, 2010
Overall rating 
 
 
4.2
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
5.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
4.0

mgp

user friendly

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2011 Compliance Planning
Webinars
doug@capitalachievements.comdoug@capitalachievements.com   December 16, 2010
(Updated: December 16, 2010)
4.0
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Art And Collectibles Planning
Webinars
doug@capitalachievements.comdoug@capitalachievements.com   November 04, 2010
(Updated: November 04, 2010)
5.0
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A New Approach To Estate Planning
Webinars
doug@capitalachievements.comdoug@capitalachievements.com   October 28, 2010
(Updated: October 28, 2010)
4.0
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208 results - showing 176 - 200  
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