Reviews written by vguettlein

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4.0
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vguettlein Reviewed by vguettlein
April 09, 2012

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Last updated: April 09, 2012
 
 

0 of 0 people found the following review helpful
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 16, 2012

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Last updated: February 16, 2012
 
 

0 of 0 people found the following review helpful
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5.0
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vguettlein Reviewed by vguettlein
January 09, 2012

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Last updated: January 09, 2012
 
 

0 of 0 people found the following review helpful
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4.0
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vguettlein Reviewed by vguettlein
December 12, 2011

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Last updated: December 12, 2011
 
 

0 of 0 people found the following review helpful
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5.0
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vguettlein Reviewed by vguettlein
November 07, 2011

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Last updated: November 07, 2011
 
 

0 of 0 people found the following review helpful
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Rating:
 
5.0
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vguettlein Reviewed by vguettlein
October 10, 2011

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Last updated: October 10, 2011
 
 

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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 08, 2011

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Last updated: August 08, 2011
 
 

0 of 0 people found the following review helpful
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Rating:
 
3.0
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vguettlein Reviewed by vguettlein
June 16, 2011

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Last updated: June 16, 2011
 
 

0 of 0 people found the following review helpful
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Rating:
 
4.0
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vguettlein Reviewed by vguettlein
June 06, 2011

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Last updated: June 06, 2011
 
 

0 of 0 people found the following review helpful
Fire hose information but I love it.
Rating:
 
5.0
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vguettlein Reviewed by vguettlein
May 09, 2011

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Last updated: May 09, 2011
 
 

In theory, yes, but...

0 of 0 people found the following review helpful
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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0 of 0 people found the following review helpful
Craig's full presentation is better, but this is a good teaser.
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4.0
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vguettlein Reviewed by vguettlein
April 07, 2011

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Last updated: April 07, 2011
 
 

0 of 0 people found the following review helpful
One of the best webinars you've had.
Rating:
 
5.0
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vguettlein Reviewed by vguettlein
February 17, 2011

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Last updated: February 17, 2011
 
Portfolio Management
 

Orion

0 of 0 people found the following review helpful
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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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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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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0 of 0 people found the following review helpful
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Rating:
 
4.0
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vguettlein Reviewed by vguettlein
July 16, 2009

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Last updated: July 16, 2009
 
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