http://www.trxpert.com/images/trxlogo.jpg http://www.trxpert.com/ Simplify the Juggle http://www.trxpert.com/ en-us Copyright (C) 2012-2013 - TRX 60 Check out this ebook on Advisor Technology. Lots of good info! Also, see page 16 for an article on Sheryl Rowling! http://www.trxpert.com/pdf/AdvisorTech2013.pdf http://www.trxpert.com/pdf/AdvisorTech2013.pdf Thu, 11 Apr 2013 00:00:00 -0400 http://www.financial-planning.com I’m hoping that this article headline has caught your attention. Do you think your clients would notice excess return of over 1 percent per year? What if you could produce this return without added risk and without a bunch of work? Well, it’s possible. http://www.trxpert.com/pdf/t3_risk_free_alpha_rowling_04_2013.pdf http://www.trxpert.com/pdf/t3_risk_free_alpha_rowling_04_2013.pdf Thu, 11 Apr 2013 00:00:00 -0400 sheryl@trxpert.com (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. http://advisors4advisors.com/investing/strategies/article/17315-the-truth-behind-the-asset-location-controversy http://advisors4advisors.com/investing/strategies/article/17315-the-truth-behind-the-asset-location-controversy Mon, 11 Mar 2013 00:00:00 -0400 sheryl@trxpert.com (Sheryl Rowling) location optimization Sheryl Rowling has CPA and PFS designations, an advisory firm in San Diego, and multiple mentions on various “top advisor” lists. So why did she decide to co-found a software business a few years ago? http://www.financial-planning.com/event-360/news/Using-Software-to-Handle-Portfolio-Management-2683199-1.html http://www.financial-planning.com/event-360/news/Using-Software-to-Handle-Portfolio-Management-2683199-1.html Fri, 22 Feb 2013 00:00:00 -0400 sheryl@trxpert.com (Sheryl Rowling) Total Rebalance Expert (TRX) announced today the attainment of US Patent 8,321,320, granted November 27, 2012 for “Portfolio Management Analysis System and Method.” This patent for the “Analysis Expert” functionality in TRX protects the design, methodology and technology for identifying rebalancing opportunities on one screen across an entire client base at the account, household and asset class levels. http://technologytoolsfortoday.com/files/february2013-5fr43ws.pdf http://technologytoolsfortoday.com/files/february2013-5fr43ws.pdf Thu, 07 Feb 2013 00:00:00 -0400 sheryl@trxpert.com (Sheryl Rowling) 20 Year Technology Veteran, Karyn Davenport to Lead Marketing for Growing Portfolio Rebalancing Software Firm http://www.trxpert.com/pdf/TRX_Karyn_Davenport.pdf http://www.trxpert.com/pdf/TRX_Karyn_Davenport.pdf Wed, 23 Jan 2013 00:00:00 -0400 sheryl@trxpert.com (Sheryl Rowling) Integrated Portfolio Management Software and Rebalancing Solution Will Benefit Mutual RIA Clients http://www.prweb.com/releases/2013/1/prweb10304181.htm http://www.prweb.com/releases/2013/1/prweb10304181.htm Wed, 16 Jan 2013 00:00:00 -0400 sheryl@trxpert.com (Sheryl Rowling) A Merrill Lynch Breakaway Team Solves Trading and Rebalancing Needs with TRX. http://www.trxpert.com/pdf/TRX_Callan_Capital_Profile_in_Success_Write_up.pdf http://www.trxpert.com/pdf/TRX_Callan_Capital_Profile_in_Success_Write_up.pdf Wed, 16 Jan 2013 00:00:00 -0400 sheryl@trxpert.com (Sheryl Rowling) In announcing last week that her TRX rebalancing app was integrated with Morningstar Office, Sheryl Rowling reached a new plateau, and it is sure not to be her last. http://advisors4advisors.com/managing/practice-management/article/16878-advisors4advisor-person-of-the-year-in-ria-practice-management-sheryl-rowling http://advisors4advisors.com/managing/practice-management/article/16878-advisors4advisor-person-of-the-year-in-ria-practice-management-sheryl-rowling Mon, 07 Jan 2013 00:00:00 -0400 sheryl@trxpert.com (Sheryl Rowling) Total Rebalance Expert (TRX) today announced a data integration agreement with Morningstar, Inc., a leading provider of independent investment research. Now, advisors can automatically import their portfolio data from Morningstar OfficeSM, a global practice and portfolio management platform for independent financial advisors, into TRX’s software platform to streamline and simplify the rebalancing process. http://www.trxpert.com/pdf/TRX_MStarOffice_Release.pdf http://www.trxpert.com/pdf/TRX_MStarOffice_Release.pdf Tue, 11 Dec 2012 00:00:00 -0400 sheryl@trxpert.com (Sheryl Rowling) As we approach the calendar year-end, clients look to their advisors to save them tax dollars. However, it’s difficult for advisors to navigate the maze of tax laws to make the right recommendations. In this article, I will attempt to provide some clear-cut guidance – and also demonstrate how Total Rebalance Expert® can help with the process. http://www.trxpert.com/pdf/Year_End_Tax_Planning_t3_dec_2012.pdf http://www.trxpert.com/pdf/Year_End_Tax_Planning_t3_dec_2012.pdf Mon, 10 Dec 2012 00:00:00 -0400 sheryl@trxpert.com (Sheryl Rowling) O’Brien Financial Planning is a thriving, independent financial planning and investment management firm located in a suburb of Richmond, Virginia. Founded by Dave O’Brien, MBA, AIF®, CFP®, O’Brien Financial Planning works with roughly 30 families as well as several qualified retirement plans, overseeing $30 million in client assets. http://www.trxpert.com/pdf/TRX_Dave_O_Brien.pdf http://www.trxpert.com/pdf/TRX_Dave_O_Brien.pdf Fri, 30 Nov 2012 00:00:00 -0400 sheryl@trxpert.com (Sheryl Rowling) New data integration streamlines portfolio rebalancing process for financial advisors. http://www.prnewswire.com/news-releases/total-rebalance-expert-integrates-with-orion-advisor-services-173304871.html http://www.prnewswire.com/news-releases/total-rebalance-expert-integrates-with-orion-advisor-services-173304871.html Tue, 09 Oct 2012 00:00:00 -0400 sheryl@trxpert.com (Sheryl Rowling) Implementing rebalancing software can yield significant savings in both overhead and time spent managing client portfolios. http://www.morningstar.com/advisor/t/57647335/one-tool-with-six-figure-savings-potential.htm http://www.morningstar.com/advisor/t/57647335/one-tool-with-six-figure-savings-potential.htm Thu, 14 Jun 2012 00:00:00 -0400 sheryl@trxpert.com (Sheryl Rowling) Although Lindsay Lohan is supposedly in recovery from her various addictions, she reportedly owes the IRS over $140,000 for unpaid 2010 taxes. What could Lindsay’s advisors have done differently to make sure the federal government didn’t come so high on her list of people she’s wronged? http://www.trxpert.com/pdf/TrustAdvisor-LohanPROOF.pdf http://www.trxpert.com/pdf/TrustAdvisor-LohanPROOF.pdf Thu, 19 Apr 2012 00:00:00 -0400 sheryl@trxpert.com (Sheryl Rowling) FPPad Spotlight: Sheryl Rowling, CEO of Total Rebalance Expert at T3 2012. http://www.youtube.com/watch?v=JrpKkRuxok8 http://www.youtube.com/watch?v=JrpKkRuxok8 Fri, 17 Feb 2012 00:00:00 -0500 sheryl@trxpert.com (Sheryl Rowling) Will it be a Baby Boom or Baby Bust for you? Five ways to increase AUM by managing your clients’ retirement assets. http://www.trxpert.com/pdf/ByAllACcounts_Baby_Boom_or_Baby_Bust.pdf http://www.trxpert.com/pdf/ByAllACcounts_Baby_Boom_or_Baby_Bust.pdf Wed, 16 Mar 2011 00:00:00 -0400 sheryl@trxpert.com (Sheryl Rowling) Partnership Provides CPA Financial Advisors With an Affordable Top-Rated Rebalancing Tool http://www.marketwire.com/press-release/total-rebalance-expertr-trxr-announces-exclusive-discount-arrangement-with-aicpa-1403212.htm http://www.marketwire.com/press-release/total-rebalance-expertr-trxr-announces-exclusive-discount-arrangement-with-aicpa-1403212.htm Mon, 28 Feb 2011 00:00:00 -0500 sheryl@trxpert.com (Sheryl Rowling) Clients have two paramount aversions: losing money and paying taxes. Although advisers can’t control periodic market declines, they can mitigate them through diversification and rebalancing . . . although advisers can’t ensure that clients will never pay taxes, they can minimize taxes through location optimization, tax lot identification, and tax loss harvesting—tax management strategies that can save your clients money and add significant value to the adviser-client relationship. http://www.trxpert.com/pdf/Planner_jan-feb11_Final.pdf http://www.trxpert.com/pdf/Planner_jan-feb11_Final.pdf Sun, 30 Jan 2011 00:00:00 -0500 sheryl@trxpert.com (Sheryl Rowling) Tax Strategies, Tax Loss Harvesting, and DFA Funds http://www.trxpert.com/pdf/DFA%20Tax%20Loss%20Harvesting.pdf http://www.trxpert.com/pdf/DFA%20Tax%20Loss%20Harvesting.pdf Fri, 01 Oct 2010 00:00:00 -0400 sheryl@trxpert.com (Sheryl Rowling) The unprecedented market volatility that the Great Recession brought during the past two years has put tremendous pressure on financial advisors' back-office resources. One area of operations that has been particularly affected by volatility is advisory firms' ability to conduct securities trading. http://www.financial-planning.com/fp_issues/2010_8/better-balance-2667995-1.html http://www.financial-planning.com/fp_issues/2010_8/better-balance-2667995-1.html Tue, 03 Aug 2010 00:00:00 -0400 sheryl@trxpert.com (Sheryl Rowling) Partnership Pairs Comprehensive Gathering of Financial Account Data With Automated Account Rebalancing Capability http://www.marketwire.com/press-release/ByAllAccounts-Total-Rebalance-Expert-TRX-Offer-Financial-Advisors-Holistic-Approach-1298535.htm http://www.marketwire.com/press-release/ByAllAccounts-Total-Rebalance-Expert-TRX-Offer-Financial-Advisors-Holistic-Approach-1298535.htm Mon, 02 Aug 2010 00:00:00 -0400 sheryl@trxpert.com (Sheryl Rowling) 2010 can be known as the year of Roth IRA conversions. Most advisors find themselves inundated with analyses and the mounds of paperwork involved with carrying out Roth conversions. Beside figuring out if and how much Roth conversion your clients should do, there’s another angle to consider: investment strategy. http://www.trxpert.com/pdf/10-7%20TRX%20Reprint.pdf http://www.trxpert.com/pdf/10-7%20TRX%20Reprint.pdf Thu, 01 Jul 2010 00:00:00 -0400 sheryl@trxpert.com (Sheryl Rowling)