Reviews written by AndyTilp

48 results - showing 1 - 25 1 2 Results per page:
 
Understanding The 3.8% Excise Tax (Event)
 

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 4.0
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AndyTilp Reviewed by AndyTilp
August 03, 2012

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Last updated: August 03, 2012
 
How Can Fiduciaries Protect Clients From Overpaying For Life Insurance? (Event)
 

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 4.0
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AndyTilp Reviewed by AndyTilp
July 13, 2012

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Last updated: July 13, 2012
 
How Can Fiduciaries Protect Clients From Overpaying For Life Insurance? (Event)
 

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Rating:
 
 4.0
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AndyTilp Reviewed by AndyTilp
July 13, 2012

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Last updated: July 13, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For July 2012 (Event)
 

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 4.0
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AndyTilp Reviewed by AndyTilp
July 10, 2012

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Last updated: July 10, 2012
 
Golden Years
Financial Planning
 

Money tree - total planning suite

1 of 1 people found the following review helpful
Allows you to get the data necessary to understand how to explain plans to client.
Overall rating: 
 
 3.6
Company :
 
 5.0
Interface :
 
 3.0
Integration :
 
 3.0
Pricing :
 
 3.0
Monte Carlo Simulation :
 
 4.0
Taxes :
 
 4.0
Asset Allocation :
 
 2.0
LTC-College Planning :
 
 4.0
Estate Planning:
 
 4.0
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AndyTilp Reviewed by AndyTilp
June 15, 2012

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Indexing Approach Generated Excess Annual Return Of 3%; How To Use Income ETFs In Goal Planning (Event)
 

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Rating:
 
 3.0
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AndyTilp Reviewed by AndyTilp
June 15, 2012

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Last updated: June 15, 2012
 
The Rise And Fall Of The 4% Withdrawal Rate Rule On Retirement Portfolios (Event)
 

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Rating:
 
 5.0
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AndyTilp Reviewed by AndyTilp
May 18, 2012

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Last updated: May 18, 2012
 
How Do Financial Advisors Compete In A World In Which Megatrends Can Make Your Head Explode? (Event)
 

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Rating:
 
 4.0
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AndyTilp Reviewed by AndyTilp
May 04, 2012

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Last updated: May 04, 2012
 
Minimizing Taxation Of Incentive Stock Options And Non-Qualified Stock Options (Event)
 

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Rating:
 
 4.0
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AndyTilp Reviewed by AndyTilp
April 13, 2012

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Last updated: April 13, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For April 2012 (Event)
 

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Rating:
 
 4.0
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AndyTilp Reviewed by AndyTilp
April 10, 2012

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Last updated: April 10, 2012
 
Gresham's Model For A Healthy Relationship With Money (Event)
 

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Rating:
 
 4.0
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AndyTilp Reviewed by AndyTilp
March 23, 2012

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Last updated: March 23, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For March 2012 (Event)
 

0 of 0 people found the following review helpful
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Rating:
 
 5.0
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AndyTilp Reviewed by AndyTilp
March 13, 2012

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Last updated: March 13, 2012
 
Tax And Asset Protection Strategies For Doctors, Lawyers And Other Professionals (Event)
 

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Always look forward to Bob's semiars. Thanks
Rating:
 
 4.0
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AndyTilp Reviewed by AndyTilp
March 09, 2012

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Last updated: March 09, 2012
 
Rigged Money: Asset Classes Now Overlap And Their Diversification Is A Myth (Event)
 

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Rating:
 
 4.0
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AndyTilp Reviewed by AndyTilp
February 17, 2012

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

0 of 0 people found the following review helpful
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Rating:
 
 4.0
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AndyTilp Reviewed by AndyTilp
February 14, 2012

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Last updated: February 14, 2012
 
Income & Estate Tax Strategies For The Year (Event)
 

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Rating:
 
 4.0
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AndyTilp Reviewed by AndyTilp
February 03, 2012

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Last updated: February 03, 2012
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For January 2012 (Event)
 

0 of 0 people found the following review helpful
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Rating:
 
 4.0
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AndyTilp Reviewed by AndyTilp
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)
 

0 of 0 people found the following review helpful
Good info, as always. Please stay on time. 11 minutes over.
Rating:
 
 4.0
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AndyTilp Reviewed by AndyTilp
December 13, 2011

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Last updated: December 13, 2011
 
Morningstar Office
Portfolio Management
 

Comprehensive product, with a hefty learning curve

0 of 0 people found the following review helpful
Once I learned how to navigate and make the system work for me, it provides good data. User interface not intuitive. Takes a lot of time to work with the tool.
Overall rating: 
 
 3.1
Company:
 
 4.0
Technology Support:
 
 3.0
Reconcilliation:
 
 3.0
Financial Institution Interfaces:
 
 4.0
Reports:
 
 4.0
Fixed Income:
 
 4.0
Tax Lot Accounting:
 
 3.0
Trading:
 
 3.0
Integrations:
 
 3.0
Security:
 
 3.0
Hosting:
 
 2.0
Pricing:
 
 1.0
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AndyTilp Reviewed by AndyTilp
November 10, 2011

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Scott Martin On How To Use Google Analytics To See How Your Website Is Helping You (Event)
 

0 of 0 people found the following review helpful
Useful info, thanks
Rating:
 
 4.0
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AndyTilp Reviewed by AndyTilp
September 23, 2011

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Last updated: September 23, 2011
 
Scott Martin On How To Use Google Analytics To See How Your Website Is Helping You (Event)
 

0 of 0 people found the following review helpful
Useful info, thanks
Rating:
 
 4.0
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AndyTilp Reviewed by AndyTilp
September 23, 2011

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Last updated: September 23, 2011
 
Scott Martin On How To Use Google Analytics To See How Your Website Is Helping You (Event)
 

0 of 0 people found the following review helpful
Useful info, thanks
Rating:
 
 4.0
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AndyTilp Reviewed by AndyTilp
September 23, 2011

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Last updated: September 23, 2011
 
Introduction To Tax-Efficient Investing (Part 1) (Event)
 

0 of 0 people found the following review helpful
High level. Scenarios were helpful.
Rating:
 
 4.0
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AndyTilp Reviewed by AndyTilp
September 09, 2011

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Last updated: September 09, 2011
 
August 2011 Economy Update From Fritz Meyer (Event)
 

0 of 0 people found the following review helpful
Great info as always
Rating:
 
 5.0
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AndyTilp Reviewed by AndyTilp
August 09, 2011

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Last updated: August 09, 2011
 
Study: Long-Term Bond Fund Investors Perform Better Than Expected In A Period Of Rising Rates (Event)
 

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Rating:
 
 4.0
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AndyTilp Reviewed by AndyTilp
August 05, 2011

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Last updated: August 05, 2011
 
48 results - showing 1 - 25 1 2 Results per page:
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