So Far, I'm a Happy Customer of Redtail
Due to my initial experience with my new CRM provider, Redtail, I'm one happy customer, but you should do a cost-benefit analysis before deciding.
Energy Part 2: ETFs and Mutual Funds
In today’s challenging markets, many investors are turning to sector investing. The energy sector may be a good place to begin for two reasons.
Wait for a Dip Before Investing in Stocks
Warren Buffett’s favorite market valuation tool indicates that stocks remain overvalued. So where are the investing opportunities now?
In Search of Return: 3 Biggest Market Risks and How to Play Them
Last week we began a discussion on finding returns in this challenging market. This week we’ll look at three major risks facing us today.
Generating Returns While Protecting Portfolios From a Crash
Because stocks have continued to trend higher for so long, there is a growing sentiment that the other shoe may be about to drop.
My eMoney Review: Good, but What’s With Monte Carlo?
I’ve found eMoney to be one of the best options on the market today for financial planners, but I’ve also found two curious issues with the software.
My Wish List for Redtail and eMoney
How Redtail’s CRM software could be improved, and eMoney’s planning software, for that matter.
What You Need to Know Before Investing in Energy
Gaining knowledge of the energy industry is a significant step in understanding how to invest in and profit from it.
First Impressions of Redtail’s CRM Offering
Now that I've talked to an actual person at Redtail, I've been impressed with its CRM offering for advisors.
My Morningstar Workstation and Redtail CMS Experiences
I'm impressed with Morningstar's interest in getting feedback on Advisor Workstation, but I wish dog-friendly Redtail had been a little more advisor friendly.