Contact Us

Total Rebalance Expert (TRX)®
8889 Rio San Diego Drive, Suite 202
San Diego, CA 92108

info@TRXpert.com

P 619.294.4TRX (619.294.4879)
F 619.294.2TRX (619.294.2879)

Sheryl L. Rowling, CPA/PFS, CEO
619.294.4TRX ext. 202

see TRX

• T3 - 2013
  February 11-13th in Miami, FL
• FPA Business Solutions
  March 7th-9th in Chicago, IL
• Shareholders Service Group
  May 1st-3rd in La Jolla, CA
• Schwab IMPACT 2013
  November 10th-13th, 2013 Washington, DC

in the news

• San Diego Business Journal Names Total Rebalance Expert One of the Fastest Growing Companies for 2013
  
• Total Rebalance Expert Launches TRX Office to Provide Outsourced Portfolio Rebalancing for RIAs
  
• Check out this ebook on Advisor Technology. Lots of good info! Also, see page 16 for an article on Sheryl Rowling!
  
• Easy Risk-Free Alpha of Over 100 bps Per Year! - By Sheryl Rowling
  
• Asset location (location optimization) has been in the news lately. With bond yields at an all-time low, should asset location strategies change? I say no. This article explains why.
  Article by Sheryl Rowling, CPA/PFS, CEO
• Using Software to Handle Portfolio Management
• T3 Newsletter mentions TRX Patent
• RIA Industry Technology Veteran Joins TRX as Director of Marketing
• Total Rebalance Expert (TRX) and FinFolio, Inc., Form Strategic Partnership
• TRX Callan Capital - Profile in Success
• Advisors4Advisors Person Of The Year In RIA Practice Management: Sheryl Rowling
• Total Rebalance Expert Integrates with Morningstar Office℠
  ~ New Data Integration Streamlines Portfolio Rebalancing Process for Financial Advisors
• Year-End Tax Planning: Tax Gain/Loss Harvesting and Roth Conversions
  Article by Sheryl Rowling, CPA/PFS, CEO
• Profiles in Success - O'Brien Financial Planning
  
• TRX integrates with Orion
• One Tool With Six-Figure Savings Potential
• What's New at TRX - Integrations
• Cleaning Up: Lindsay Lohan Somehow Forgot to Add the IRS to Her "List"
  Article by Sheryl Rowling, CPA/PFS, CEO
• Total Rebalance Expert® (TRX®) Announces Exclusive Discount Arrangement With AICPA
• ByAllAccounts - Baby Boom or Baby Bust
• "AICPA Personal Financial Planning Community Newsletter
  - Tax Strategies, Tax Loss Harvesting, and Mutual Funds"
  Article by Sheryl Rowling, CPA/PFS, CEO
• "Tax Loss Harvesting with DFA Funds"
  Article by Sheryl Rowling, CPA/PFS, CEO
• "Better Balance"
  Bill Winterbergs's Financial Planning magazine article discusses the benefits of using TRX.
• "ByAllAccounts and Total Rebalance Expert (TRX) Offer Financial Advisors Holistic Approach to Rebalancing"
  Press Release by TRX and ByAllAccounts
• "Roth Conversions - Adding Value with Investment Strategy"
  Article by Sheryl Rowling, CPA/PFS, CEO

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