Reviews written by CPowell

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...

Well designed presentation.

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

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

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...

Absolutely have to watch this again. Thanks.

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

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...

Good overview of the product. Information overload right now.

Long time user. It works well for me.

Excellent. Relevant.

Timely. Well organized.