Reviews written by vguettlein

17 results - showing 1 - 17 Results per page:
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For April 2012 (Event)
 

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 4.0
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vguettlein Reviewed by vguettlein
April 10, 2012

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Last updated: April 10, 2012
 
Rigged Money: Asset Classes Now Overlap And Their Diversification Is A Myth (Event)
 

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Great, interesting topic. Lot's of questions. Few answers. Ideas are great, but give specifics. Overall, great fodder for the "thinktank".
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 4.0
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vguettlein Reviewed by vguettlein
February 17, 2012

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Last updated: February 17, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For January 2012 (Event)
 

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 5.0
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vguettlein Reviewed by vguettlein
January 10, 2012

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Last updated: January 10, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For December 2011 (Event)
 

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 4.0
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vguettlein Reviewed by vguettlein
December 13, 2011

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Last updated: December 13, 2011
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For November 2011 (Event)
 

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Rating:
 
 5.0
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vguettlein Reviewed by vguettlein
November 08, 2011

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Last updated: November 08, 2011
 
Fritz Meyer's Economic Update And Investment Outlook For October 2011 (Event)
 

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Rating:
 
 5.0
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vguettlein Reviewed by vguettlein
October 11, 2011

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Last updated: October 11, 2011
 
August 2011 Economy Update From Fritz Meyer (Event)
 

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Always useful, keeps reiterating points we aught not forget.
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 5.0
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vguettlein Reviewed by vguettlein
August 09, 2011

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Last updated: August 09, 2011
 
Estate And Financial Planning Client Intake: A Streamlined Values-Based Approach (Event)
 

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Rating:
 
 3.0
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vguettlein Reviewed by vguettlein
June 17, 2011

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Last updated: June 17, 2011
 
June 2011 Economy Update From Fritz Meyer (Event)
 

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Rating:
 
 4.0
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vguettlein Reviewed by vguettlein
June 07, 2011

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Last updated: June 07, 2011
 
May 2011 Economy Update From Fritz Meyer (Event)
 

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Fire hose information but I love it.
Rating:
 
 5.0
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vguettlein Reviewed by vguettlein
May 10, 2011

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Last updated: May 10, 2011
 
The Death Of Buy & Hold Has Been Greatly Exaggerated (Event)
 

In theory, yes, but...

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It's hard to argue with Rick's statistics. I manage passive models with annual rebalancing, but I use active funds. I've had the same fund line-up for years and my passive/active models beat my passive/passive index versions both in and out of sample (real-time and back tested.) I've tried to get the damn indexes to beat my active managers, but it just ain't workin'. It would be easier to drink the cool aid and switch over. Maybe if I broke my allocations down to the 1/1000th of a percent I could curve-fit the indexes to match or beat my live strategies.

In fairness, I expect that when we get back to a secular bull market the indexes will catch up.
Rating:
 
 4.0
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vguettlein Reviewed by vguettlein
April 21, 2011

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Building A Better Balanced Portfolio (Event)
 

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Craig's full presentation is better, but this is a good teaser.
Rating:
 
 4.0
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vguettlein Reviewed by vguettlein
April 08, 2011

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Last updated: April 08, 2011
 
Modern Portfolio Theory Is Alive And Well And Here's How To Use It Right Now (Event)
 

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One of the best webinars you've had.
Rating:
 
 5.0
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vguettlein Reviewed by vguettlein
February 18, 2011

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Last updated: February 18, 2011
 
Orion Advisor Services
Portfolio Management
 

Orion

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I like it.
Overall rating: 
 
 3.8
Company:
 
 4.0
Technology Support:
 
 4.0
Reconcilliation:
 
 4.0
Financial Institution Interfaces:
 
 4.0
Reports:
 
 4.0
Fixed Income:
 
 1.0
Tax Lot Accounting:
 
 4.0
Trading:
 
 4.0
Integrations:
 
 4.0
Security:
 
 4.0
Hosting:
 
 4.0
Pricing:
 
 4.0
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vguettlein Reviewed by vguettlein
August 04, 2010

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ACT4ADVISORS
CRM Software
 

Functional. Decent program. Connectivity not so good.

0 of 0 people found the following review helpful
no comments. see above.
Overall rating: 
 
 2.7
Company :
 
 4.0
Software Support :
 
 4.0
Investment Tracking :
 
 2.0
Insurance Tracking :
 
 3.0
Workflow Management :
 
 2.0
Productivity :
 
 4.0
Client Portal :
 
 1.0
Integration :
 
 1.0
Security :
 
 2.0
Pricing:
 
 4.0
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vguettlein Reviewed by vguettlein
July 13, 2010

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MoneyGuidePro
Financial Planning
 

Great program for retirement planning

0 of 0 people found the following review helpful
Overall, this is agreat retirement planning program.
Overall rating: 
 
 3.8
Company :
 
 5.0
Interface :
 
 4.0
Integration :
 
 3.0
Pricing :
 
 5.0
Monte Carlo Simulation :
 
 4.0
Taxes :
 
 4.0
Asset Allocation :
 
 3.0
LTC-College Planning :
 
 3.0
Estate Planning:
 
 3.0
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vguettlein Reviewed by vguettlein
January 25, 2010

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Preparing For The Worst: Managing Your Clients In A Bear Market (Event)
 

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Rating:
 
 4.0
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vguettlein Reviewed by vguettlein
July 17, 2009

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Last updated: July 17, 2009
 
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