In The News
Tax Loss Harvesting with DFA Funds
In this TRX White Paper, Sheryl discuss the theory and mechanics of tax loss harvesting using DFA Funds. See real world examples of tax strategy and how to communicate about this value-added service to your clients. The paper was written with input from Glenn Freed and Jeff Cornell of DFA.
See the article
TRX wins best swag at Schwab IMPACT 2010!
Watch our CIO, Cheryll Lurtz, attempt to juggle. Let us know how you think she did!
Total Rebalance Expert Reviewed by Joel Bruckenstein
"Total Rebalance Expert (TRX): An Update"Article by Joel P. Bruckenstein from the T3 Newsletter
Total Rebalance Expert featured in Investment News article
Total Rebalance Expert (TRX)® was featured in a Davis Janowski article, "New re-balancing solution cost-effective for smaller firms". In this article, Davis discusses the cost effectiveness of TRX for both small and large firms. He also notes that TRX has the same (and more) functionality of other more pricey programs. The article closes with a quote from a current TRX client who called TRX "indispensable!" Please contact us to find out how TRX can take you and your firm to a new level of efficiency!
See the article
Total Rebalance Expert shines in "Return on Technology" White Paper
Total Rebalance Expert (TRX)® received very favorable commentary in the December 2009 Virtual Office News White Paper, "Return on Technology (ROTI)" written by David J. Drucker. According to Drucker, rebalancing software, in the category of "systems whose investments provide an attractive return", can "save tremendous amounts of labor." Drucker states that "TRX pays for itself in the first year and goes on to generate a ROTI of 171% a year..." In conclusion, Drucker believes that "rebalancing software represents another no-brainer. Rebalancing, for most firms, is so labor-intensive that savings are essentially guaranteed."
Order a copy of the White Paper
Industry Accolades for TRX
Total Rebalance Expert (TRX) was greeted with great enthusiasm at Schwab IMPACT2009 and the AICPA Personal Financial Planning Conference in January 2010.
Registered Investment Advisors and financial planners from across the country commented "Wow. You guys are going to be really successful," and "I can't believe it does all that!"
Creators Sheryl Rowling and Cheryll Lurtz are busily delivering the many product demonstrations requested due to the buzz surrounding the new program.
The software's first formal installations occurred in February 2009.
Read what some of our customers are saying.
Webinar: "Tax-Aware Rebalancing – Adding Value to Clients’ Portfolios & Your Practice!"
As guests of ByAllAccounts, we discussed rebalancing, tax management, challenges, and automation.
Recent Conferences:
Technology Tools for Today Conference In February of 2010, Sheryl Rowling, CPA/PFS and co-developer of Total Rebalance Expert, participated in the Rebalancing panel at:
WEBINAR:
"Cost-Effective Rebalancing to Improve After-Tax Returns & Client Satisfaction" and "Year-End Tax Moves To Make Before It's Too Late"
Sheryl Rowling A4A Webinars
Listen to the complete webinar.
"Automate Rebalancing with BOSS & TRX"
A webinar by TRX CEO, Sheryl Rowling, on how a user can benefit from the efficiencies of automated rebalancing using TRX in BOSS's hosted environment!
Listen to the complete webinar.
"Tax Efficient Rebalancing"
A webinar by TRX CEO, Sheryl Rowling, for the AICPA on how to effectively manage portfolios for tax efficiency.
Listen to the complete webinar.
ARTICLES:
"Practical Rebalancing"
Article by Sheryl L. Rowling, published in the Sep 2008 issue of NAPFA Advisor
"Practice in Crisis"
Article by Sheryl L. Rowling, published in the Feb 2009 issue of Virtual Office News: The Only Practice Management/Technology Newsletter for Financial Advisors
"After the Fall: Tax Loss Harvesting, Location Optimization and Tax Lot Identification"
Article by Sheryl L. Rowling, published in the Sep 2009 issue of Technology Tools for Today
Article by Josh Meyer, CFP®, published in the Dec 2009 issue of the NAPFA Advisor
