Site Information
(is listed below. The financial planning software modules for sale are on the right-side column)
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Questions about Personal Finance Software? Call (707)
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Free Downloads and Money Tools
(are listed below)
Free How-to Money eBook for DIY Investors, Critical Reading for Financial Advisers, and for Exposing Financial Myths
Free Sample Comprehensive Financial Plans
Free Money Software Downloads, Tutorials, Primers, Freebies, Investing Tips, and Other Resources
List of Free Financial Planning Software Demos
Selected Links to Other Relevant Money Websites
Free Retirement Calculators
Free 401(k) Calculators
Free Financial Calculators
Free Family Money Calculators
Free Real Estate Calculators
Free Debt Calculators
Free Investment Calculators
Free Tax Calculators
Free College Saving Calculators
Free Insurance Calculators
Free Business Owner Calculators |
Review not done yet, just a few comments so far
DFA is an outside third party investment manager that maintains several kinds of portfolios.
They say that active investment management doesn't work, but then they're market timing and picking stocks - which is the definition of active management. So that makes no sense.
Their main theme is
market timing with asset classes that they "invented." So they're picking stocks and market timing based on their forecasts of which of their unique asset classes will do best.
The thing to be afraid of is their use of leverage. Look at the what Morningstar thinks their cash positions are, and you'll see negative cash sometimes. This means their going short, which means
they're big on market timing, which means one bad move could lose you a lot of money in not time, that won't magically grow back.
Their money management system only uses their mutual funds.
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Financial Planning Software Modules For Sale
(are listed below)
Financial Planning Software that's Fully-Integrated
(the IFP is the NaviPlan alternative for 1/6th the price)
Goals-Only "Financial Planning Software"
(the MoneyGuidePro alternative for 1% of their price)
Retirement Planning Software Menu: Something for Everyone
(the RWRs, RP, and SRP)
Comprehensive Asset Allocation Software
Model Portfolio Allocations with Historical Returns
Monthly-updated ETF and Mutual Fund Picks
DIY Investment Portfolio Benchmarking Program
Financial Planning Fact Finders for Financial Planners Gathering Data from Clients
Investment Policy Statement Software (IPS)
Life Insurance Calculator (AKA Capital Needs Analysis Software)
Bond Calculators for Duration, Convexity, YTM, Accretion, and Amortization
Investment Software for Comparing the 27 Most Popular Methods of Investing
Rental Real Estate Investing Software
Net Worth Calculator (Balance Sheet Maker) and 75-year Net Worth Projector
College Savings Calculator
Financial Seminar Covering Retirement Planning and Investment Management
Sales Tools for Financial Adviser Marketing
Personal Budget Software and 75-year Cash Flow Projector
TVM Financial Tools and Financial Calculators
Our Unique Financial Services
(are listed below)
We're Fee-only Money Managers: So you can hire us to manage your money, and/or financial advisers can hire us to manage client money, using our Model Portfolios and/or Asset Allocation Systems
Consulting Services: Hire Us to Make Your Financial Plan, Retirement Plan, Benchmarking Report, Whatever
Buy or Sell a Financial Planning Practice
Miscellaneous Pages of Interest
(are listed below)
Primer Tutorial to Learn the Basics of Financial Planning Software
About the Department of Labor's New Fiduciary Rules
Using Asset Allocation to Manage Money
Download Brokerage Data into Spreadsheets
How to Integrate Financial Planning Software Modules to Share Data
CRM and Portfolio Management Software
About Monte Carlo Simulators
About Efficient Frontier Portfolio Optimizers
Calculating Your Investment Risk Tolerance
About Discount Brokers for DIY Money Management
About 401(k) Plan Management |
