Read about the current sale!
3 March:
Dynamic Target Date Models were added to the
Model Portfolios.
2 March: Over a dozen new pages were added to the end of the
Money eBook. The last section is worth hundreds of
bucks to commission-based salespeople.
18 Feb: Mutual fund picks and models were updated with
January
data. See the returns here,
here,
here, and
here.
14 Feb: The Model and Bundled Deal prices were lowered as a
pricing experiment.
10 Feb: A spreadsheet was made for automatically calculating
investment risk tolerance (so you don't have to do it manually on paper anymore,
although clients still like to do this part themselves).
23 Jan: The hourly consulting rate was put back to the normal
rate of $100 an hour because there's too much to do these days and the recession
is over.
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