Reviews written by Ted Feight, CFP

12 results - showing 1 - 12  
 
 
Performance Of Diversified Portfolios, 1970-2017
Webinars
Ted Feight, CFPTed Feight, CFP   January 24, 2018
(Updated: January 24, 2018)
5.0
Average Attendee Rating
Poor Average Excellent

Very good

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Fritz Meyer Quarterly Economic Update, January 2018 (Two Credits)
Webinars
Ted Feight, CFPTed Feight, CFP   January 08, 2018
(Updated: January 08, 2018)
5.0
Average Attendee Rating
Poor Average Excellent

I like it, but is kind of a guess.

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The 15 Best Tax Strategies Right Now
Webinars
Ted Feight, CFPTed Feight, CFP   September 05, 2017
(Updated: September 05, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Very good!

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Fritz Meyer Quarterly Economic Update, January 2017 (Two Credits)
Webinars
Ted Feight, CFPTed Feight, CFP   January 09, 2017
(Updated: January 09, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

It gave me hope for 2017

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The Math Of Retirement
Webinars
Ted Feight, CFPTed Feight, CFP   December 03, 2015
(Updated: December 03, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

Very good, even though I am a little more statical in my approach

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Estate Plans Of The Rich And Famous
Webinars
Ted Feight, CFPTed Feight, CFP   November 19, 2015
(Updated: November 19, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

One of the best CE credit programs I have ever heard!

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Advisors No Longer Should Ignore Google+
Webinars
Ted Feight, CFPTed Feight, CFP   May 21, 2015
(Updated: May 21, 2015)
4.0
Average Attendee Rating
Poor Average Excellent
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Tax Planning For Concentrated Low-Basis Positions, Options, And Margin Accounts
Webinars
Ted Feight, CFPTed Feight, CFP   March 19, 2015
(Updated: March 19, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

It was good, but anytime I get in one of these situations I have to run back for the notes.

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What Will Drive Yields In 2015?
Webinars
Ted Feight, CFPTed Feight, CFP   March 05, 2015
(Updated: March 05, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

I am not sure I agreed with everything, but will wait to see how well me did. I would like to hear more from him!

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PortfolioCenter
Portfolio Management
Ted Feight, CFPTed Feight, CFP   October 06, 2011
Overall rating 
 
 
4.4
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
5.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
5.0
Trading 
 
 
4.0
Integrations 
 
 
4.0
Security 
 
 
5.0
Hosting 
 
 
5.0
Pricing 
 
 
3.0

Portfoilio Center 2011

I would not want to go without it.

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MoneyGuidePro
Financial Planning
Ted Feight, CFPTed Feight, CFP   September 27, 2011
Overall rating 
 
 
3.8
Company 
 
 
5.0
Interface 
 
 
3.0
Integration 
 
 
3.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Works well with new clients and during old client reviews.

I use it. I like it.

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ACT4ADVISORS
CRM Software
Ted Feight, CFPTed Feight, CFP   August 24, 2010
Overall rating 
 
 
2.4
Company  
 
 
3.0
Software Support  
 
 
1.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
2.0
Productivity  
 
 
5.0
Client Portal  
 
 
1.0
Integration  
 
 
3.0
Security  
 
 
2.0
Pricing 
 
 
5.0

Works well with to many crashes

It was worth the cost.

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12 results - showing 1 - 12