LPL- free beer!

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Aug 17, 2006 10:25 pm


LPL reps-

(sorry for the sudsy attention getter)


on what platform do y'all run research and portfolio hypotheticals for client sales/presentations?


LPL has a few 3rd party agreements w\ 3-4 vendors- do y'all use one of those or have you gone outside of these partners?


does anyone have an informal Strengths/Weaknesses analysis for:


Standards and Poors vs.
Zacks vs.
MarketEdge vs.
eVestments vs.


other providers such as Morningstar, ect?

how do y'all feel about the cost?



Aug 17, 2006 11:55 pm

I use PRT and S&P.

They are a little weak in that area as far as their 'home grown' technology, at least for the SAM program.

Aug 18, 2006 8:00 am


does the S&P do a good job with portfolio hypotheticals, or are you better off splurging on the Morningstar product?


Aug 18, 2006 10:43 am

i'm in a hurry over here-


does anyone have any comments/advise for software that runs portfolio hypotheticals?


cost and effectiveness are issues- Morningstar seems to have a nice $2500 per year option- but if i can save some $$ and accomplish the same thing, i'm all for it-


what's everyone using??


Aug 18, 2006 10:45 am

I don't use hypos, but for research I use CSFB and S&P.  Both serve my needs well.

Aug 18, 2006 10:52 am

I simply print the S&P tearsheets on the funds, and use PRT to show the asset allocation.

You can give people too much written information and then they ignore it or become paralyzed and don't make a decision.

I seem to recall that S&P can do hypos.  They're ok.

Aug 18, 2006 1:51 pm

I actually do the exact same as joedabrkr. I use PRT and fundsheets. I dont do hypo's.

Aug 18, 2006 1:55 pm
blinvest:

I actually do the exact same as joedabrkr. I use PRT and fundsheets. I dont do hypo's.


Joe does, that how he comes up with, "$1,000 per month for twenty years, componding at 34% will be eleventy kabillion dollars by the time you retire."

Aug 18, 2006 3:11 pm
NASD Newbie:
blinvest:

I actually do the exact same as joedabrkr. I use PRT and fundsheets. I dont do hypo's.


Joe does, that how he comes up with, "$1,000 per month for twenty years, componding at 34% will be eleventy kabillion dollars by the time you retire."



In fact it ends up being EXACTLY eleventy kabilliion dollars!

Aug 18, 2006 3:12 pm

My legacy lives on!

Aug 18, 2006 5:16 pm

Can we get back on topic here.  Please.


Texas, what kind of beer do you have?  Its Friday and I'm thirsty. 


I'll be having a Goose Island Mathilda mixed in with a few Bell's Oberon.

Aug 18, 2006 7:08 pm
hubbabubba:

I'll be having a Goose Island Mathilda mixed in with a few Bell's Oberon.



...say what??



hubbabubba:

Can we get back on topic here.  Please.


Texas, what kind of beer do you have?  Its Friday and I'm thirsty. 



Lone Star or Shiner Bock?


Aug 18, 2006 8:06 pm

Mathilda (based on the Belgian Trappist Orval) and Oberon (german style kolsch) are brewed by large regionals here in the Midwest.  This isn't going anywhere, is it?


I'll have a Shiner thanks

Aug 19, 2006 12:30 am
BrokerRecruit:

My legacy lives on!



Don't you need to be dead to have a legacy?

Aug 19, 2006 12:34 pm
hubbabubba:

Mathilda (based on the Belgian Trappist Orval) and Oberon (german style kolsch) are brewed by large regionals here in the Midwest.  This isn't going anywhere, is it?



sounds horrible, especially on a hot texas day- i try not to drink anything heavier than 30-weight in the summer.



hubbabubba:

I'll have a Shiner thanks



now we're talkin'--


Aug 19, 2006 1:16 pm

Oberon is the PERFECT beer for a hot summer day.  Hell, the logo is a sun!  Mathilda isn't dark either. 


But I hear you about drinking beers 'in season'.  Guiness just doesn't do it unless is cold and/or rainy

Aug 19, 2006 9:11 pm
Starka:

I don't use hypos, but for research I use CSFB and S&P.  Both serve my needs well.


what does CSFB give you that S&P does not?


Aug 21, 2006 12:55 pm

Does anyone have a source for historical stock hypotheticals that will show what the historic appreciation would be in dollars, along with historic dividend payments, again in dollars? I would think this would be available somewhere online, wouldn't it? Looking to run one on a closed end fund in particular, but stocks might be helpful as well.

Aug 21, 2006 1:24 pm
joedabrkr:
BrokerRecruit:

My legacy lives on!



Don't you need to be dead to have a legacy?


I don't know.  It was Friday - I had free beer on my mind and in my belly.