Praise for WATS

Praise for WATS

"For decades the investment industry has shown Americans how to accumulate assets for retirement. It's now time for the payoff--Living off those portfolios. This is a new ballgame that requires new ways of thinking and new tools. WATS is one of the best I've seen. It's fast, easy to use and, best of all, it's rigorous. WATS will let you go forward with confidence in your plan." Michael J. C. Roth, former president of USAA Investment Management Company

"WATS is the most complete software package on the market for examining the sustainable withdrawal rate from your retirement portfolio. In addition, it provides optimal asset allocations given the retiree's spending needs, investment horizon, and risk tolerance--all this based on historical experience in the capital market! WATS is on the leading edge of retirement planning. I recommend it." Dr. Philip L. Cooley, Department of Business, Trinity University

"Check out WATS. It's WELL worth a look from those who prefer, like Nawrocki, to deal with data in which all the correlations are 'already in there'." John L. Olsen, CLU, ChFC, moderator of the Software & Technology Discussion Board at www.financial-planning.com

"WATS is the Higher Power Authority that we depend on to answer three of the more important questions facing our clients today: 1) How should I invest? 2) When will I have enough? 3) How long will it last? The software is sophisticated, but user friendly. We customize the asset mix, time periods, investment and spending levels and WATS does the rest." George Douglas, Chief Investment Officer, National Fiduciary Services, NA

"And let me tell you, this software works. It’s one of the most exciting tools to come across my desk in years." Scott Burns, syndicated columnist for the Dallas Morning News

Last updated on 02/12/2004