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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...
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Well designed presentation.
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Craig is so comfortable with his product and what it does.
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Compelling information. Thanks for all the research. It must be daunting.
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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...
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Absolutely have to watch this again. Thanks.
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I am concerned that a lot of his portfolio is back-tested. I'd like to see real time results.
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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...
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Good overview of the product. Information overload right now.
Long time user. It works well for me.
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Excellent. Relevant.
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Timely. Well organized.
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