Secondary menu

ESPlanner Updates

It's mentioned on page 266 that ESPlanner is being modified to provide portfolio advice on an array of assets (stocks, bonds, real estate and other broad classes of risky assets) as well as general portfolio guidance. When will these modifications be incorporated into the program?

Also, kudo's to Larry and Scott on a terrific book. Both insightful and enjoyable to read.

Thx,
Larry

1

Larry's been driving that one but the short answer is not soon (and even if we knew when, we wouldn't tell you since we might have to change that date due to competition for resources). I've actually been out of the loop other than an occasional suggestion about how to represent the various economic indicators but we haven't started doing any integration work or seen specifications from the "other half" (another company) of the effort.

Sorry I can't be more specific, lack of information and company policy prevent further discussion.

Best,

Dick Munroe

2

Appreciate the update