Reviews written by jawatts1

15 results - showing 1 - 15 Results per page:
 
Policies Combining Life Insurance With Long-Term Care Insurance: The Good And Bad (Event)
 

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Rating:
 
 3.0
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jawatts1 Reviewed by jawatts1
December 14, 2012

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Last updated: December 14, 2012
 
Keebler’s Top 10 IRA Strategies Update & Drawdown Techniques (Event)
 

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Rating:
 
 5.0
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jawatts1 Reviewed by jawatts1
November 19, 2012

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Last updated: November 19, 2012
 
Crucial Concepts In Prudent Asset Allocation (Event)
 

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Not bad, good to see some other objective views besides the plain old MVO.
Rating:
 
 5.0
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jawatts1 Reviewed by jawatts1
May 13, 2011

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Last updated: May 13, 2011
 
Don't Get Sued When Going Independent (Event)
 

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Rating:
 
 5.0
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jawatts1 Reviewed by jawatts1
May 06, 2011

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Last updated: May 06, 2011
 
10 Tax-Efficient Strategies For Advisors To High-Net-Worth Investors (Event)
 

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excellent
Rating:
 
 4.0
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jawatts1 Reviewed by jawatts1
March 04, 2011

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Last updated: March 04, 2011
 
New Law Means Advisors Must Battle Client Indifference To Estate Planning (Event)
 

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Rating:
 
 5.0
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jawatts1 Reviewed by jawatts1
January 28, 2011

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Last updated: January 28, 2011
 
Transform Your 401(k) Advice Business (Event)
 

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Rating:
 
 4.0
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jawatts1 Reviewed by jawatts1
December 10, 2010

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Last updated: December 10, 2010
 
The Sky Isn't The Limit, You Are! Creating New Habits For 2011 (Event)
 

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great! also appreciated bd humor
Rating:
 
 5.0
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jawatts1 Reviewed by jawatts1
November 19, 2010

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Last updated: November 19, 2010
 
The New Form ADV Part 2 (Event)
 

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great and timely
Rating:
 
 5.0
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jawatts1 Reviewed by jawatts1
November 12, 2010

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Last updated: November 12, 2010
 
Year-End Tax Moves For 2010 (Event)
 

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ok
Rating:
 
 4.0
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jawatts1 Reviewed by jawatts1
October 01, 2010

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Last updated: October 01, 2010
 
Investigo
Portfolio Management
 

Cumbersome to use

0 of 0 people found the following review helpful
thanks
Overall rating: 
 
 2.5
Company:
 
 2.0
Technology Support:
 
 2.0
Reconcilliation:
 
 2.0
Financial Institution Interfaces:
 
 3.0
Reports:
 
 3.0
Fixed Income:
 
 3.0
Tax Lot Accounting:
 
 2.0
Trading:
 
 3.0
Integrations:
 
 2.0
Security:
 
 3.0
Hosting:
 
 3.0
Pricing:
 
 2.0
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jawatts1 Reviewed by jawatts1
April 03, 2010

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How To Talk To Clients In A Post-Crisis World (Event)
 

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Rating:
 
 5.0
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jawatts1 Reviewed by jawatts1
March 19, 2010

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Last updated: March 19, 2010
 
New Opportunities For Advisors In 401ks (Event)
 

0 of 0 people found the following review helpful
bring back for steps 4,5,6
Rating:
 
 5.0
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jawatts1 Reviewed by jawatts1
February 26, 2010

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Last updated: February 26, 2010
 
The 401k Upheaval And How It Affects Advisors (Event)
 

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Rating:
 
 4.0
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jawatts1 Reviewed by jawatts1
January 08, 2010

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Last updated: January 08, 2010
 
Life Planning And The Financial Crisis (Event)
 

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Rating:
 
 5.0
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jawatts1 Reviewed by jawatts1
May 22, 2009

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Last updated: May 22, 2009
 
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