Software

Should You Upgrade To Windows 8? A Roundup Of Stories To Get You Up To Speed Fast

Apple Released iOS6 Yesterday And It Has Some Great New Features For Financial Advisors.

A Tale Of One Logo: Microsoft’s New Version Of Logo s Praised And Assailed In The Press

Why You Don’t Need To Automate Rebalancing

Mountain Lion Isn’t Perfect, But It’s A Thoughtful Step Toward The Future Of Desktop Computing; A Well-Reasoned Review Of Apple’s New OS X Operating System

 

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We’re for you if you’re a fiduciary who:

--  relies on economic fundamentals

--  broadly diversifies a core of portfolios in low-expense funds and ETFs

--  strategically invests based on MPT

--  offers tax and financial planning advice

--  values thought leadership when bad news breaks 

--  likes the work of Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck

 

A4A courses accredited by the CFP Board, IWI, and NASBA power a special brand of independent financial advice. We also leverage the Web to benefit of consumers as well as fiduciaries enrolled in our classes.

 

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