Reviews written by CPowell

38 results - showing 1 - 25  
 
 
CPowellCPowell   October 07, 2020
Rating 
 
 
2.0

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
Rating 
 
 
10.0

Well designed presentation.

CPowellCPowell   May 27, 2020
Rating 
 
 
9.0

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

CPowellCPowell   January 08, 2018
(Updated: January 08, 2018)
Rating 
 
 
5.0
CPowellCPowell   November 15, 2017
(Updated: November 15, 2017)
Rating 
 
 
5.0

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

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

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)
Rating 
 
 
4.0
CPowellCPowell   November 07, 2016
(Updated: November 07, 2016)
Rating 
 
 
5.0
CPowellCPowell   October 18, 2016
(Updated: October 18, 2016)
Rating 
 
 
5.0

Absolutely have to watch this again. Thanks.

CPowellCPowell   October 13, 2016
(Updated: October 13, 2016)
Rating 
 
 
5.0
CPowellCPowell   September 28, 2016
(Updated: September 28, 2016)
Rating 
 
 
5.0

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)
Rating 
 
 
5.0
CPowellCPowell   August 08, 2016
(Updated: August 08, 2016)
Rating 
 
 
5.0
CPowellCPowell   July 27, 2016
(Updated: July 27, 2016)
Rating 
 
 
5.0
CPowellCPowell   July 19, 2016
(Updated: July 19, 2016)
Rating 
 
 
5.0

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)
Rating 
 
 
4.0

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)
Rating 
 
 
5.0

Excellent. Relevant.

CPowellCPowell   November 18, 2012
(Updated: November 18, 2012)
Rating 
 
 
5.0

Timely. Well organized.

38 results - showing 1 - 25