Reviews written by CPowell

38 results - showing 1 - 25  
 
 
CPowellCPowell   October 07, 2020
2.0
Average Attendee Rating
Poor Average Excellent

For the first time I am disappointed. This seemed disorganized and was confusing. Is there not something to talk about concerning taxes for people making $200-$500K/year versus $1M/yr. That demographic...

CPowellCPowell   July 27, 2020
10
Average Attendee Rating
Poor Average Excellent

Well designed presentation.

CPowellCPowell   July 13, 2020
10
Average Attendee Rating
Poor Average Excellent
CPowellCPowell   May 27, 2020
9.0
Average Attendee Rating
Poor Average Excellent

Craig is so comfortable with his product and what it does.

CPowellCPowell   April 29, 2020
10
Average Attendee Rating
Poor Average Excellent
CPowellCPowell   April 13, 2020
10
Average Attendee Rating
Poor Average Excellent
CPowellCPowell   January 13, 2020
10
Average Attendee Rating
Poor Average Excellent
CPowellCPowell   January 08, 2018
(Updated: January 08, 2018)
5.0
Average Attendee Rating
Poor Average Excellent
CPowellCPowell   November 15, 2017
(Updated: November 15, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Compelling information. Thanks for all the research. It must be daunting.

CPowellCPowell   September 11, 2017
(Updated: September 11, 2017)
5.0
Average Attendee Rating
Poor Average Excellent
CPowellCPowell   July 18, 2017
(Updated: July 18, 2017)
5.0
Average Attendee Rating
Poor Average Excellent
CPowellCPowell   February 07, 2017
(Updated: February 07, 2017)
4.0
Average Attendee Rating
Poor Average Excellent

Good bird's eye view of planning software. I think a major problem with avoiding heuristics is behavioral psychology. If the client cannot get their mind around a relatively...

CPowellCPowell   November 15, 2016
(Updated: November 15, 2016)
4.0
Average Attendee Rating
Poor Average Excellent
CPowellCPowell   November 07, 2016
(Updated: November 07, 2016)
5.0
Average Attendee Rating
Poor Average Excellent
CPowellCPowell   October 18, 2016
(Updated: October 18, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

Absolutely have to watch this again. Thanks.

CPowellCPowell   October 13, 2016
(Updated: October 13, 2016)
5.0
Average Attendee Rating
Poor Average Excellent
CPowellCPowell   September 28, 2016
(Updated: September 28, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

I am concerned that a lot of his portfolio is back-tested. I'd like to see real time results.

CPowellCPowell   August 16, 2016
(Updated: August 16, 2016)
5.0
Average Attendee Rating
Poor Average Excellent
CPowellCPowell   August 08, 2016
(Updated: August 08, 2016)
5.0
Average Attendee Rating
Poor Average Excellent
CPowellCPowell   July 27, 2016
(Updated: July 27, 2016)
5.0
Average Attendee Rating
Poor Average Excellent
CPowellCPowell   July 19, 2016
(Updated: July 19, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

I am unclear if this applies to E3 subscriptions. If so, the screenshots do not match what I see when I try to duplicate. Perhaps a 'hands-on', very...

CPowellCPowell   December 15, 2015
(Updated: December 15, 2015)
4.0
Average Attendee Rating
Poor Average Excellent

Good overview of the product. Information overload right now.

Financial Planning
CPowellCPowell   December 19, 2013
Overall rating 
 
 
4.1
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
3.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
5.0

Fast. Easy to use.

Long time user. It works well for me.

CPowellCPowell   December 10, 2012
(Updated: December 10, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent. Relevant.

CPowellCPowell   November 18, 2012
(Updated: November 18, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

Timely. Well organized.

38 results - showing 1 - 25