The biz (and then that's combined with misleading "comfort zones")Ĩ: Sets an example for Reps that's it's fine to "cheat" and cut as many corners as possible just to make aġ0: Reports show fake needs just to get people to buy more todayġ1: Advocates the Rep doing as little actual work as possible, showing fake results, just If you're a consumer or investor evaluating your financial advisor's plan, then click on these links to go to the reasons why the "government" shouldģ: Little-to-no actual beef in their reportsĤ: Not cash flow-based (goal-focused should be Finra banned)ĥ: Unsuitable (Target) investment portfolio recommendations (sometimes only four asset classes)Ħ: Fake Monte Carlo simulations with no data behind itħ: Has the dumbest and most dangerous portfolio optimizer in Send an e-mail and we'll look at it and if you're right, then we'll edit that We're trying to do a fair and balanced review, so if you dispute any of this, just Selected Links to Other Relevant Money WebsitesĪn Overall Product Classification, Generic Review, Evaluation of Their Functions, and Detailed Comparisons with Tools For Money List of Free Financial Planning Software Demos Questions about Personal Finance Software? Call (707)ĩ96-9664 or Send E-mail to Downloads and Money Toolsįree How-to Money eBook for DIY Investors, Critical Reading for Financial Advisers, and for Exposing Financial Mythsįree Sample Comprehensive Financial Plansįree Money Software Downloads, Tutorials, Primers, Freebies, Investing Tips, and Other Resources Site Information, Ordering Security, Privacy, FAQs Professional Investment Portfolio Building Kit The financial planning software modules for sale are on the right-side column)Ĭonfused? It Makes More Sense if You Start at the Home Page Return to the Main Financial Planning SoftwareĬurrent Financial Software Review Status Page MoneyGuidePro Financial Planning Software Review, Evaluation, and Comparisons
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |