Reviews written by CUBICFL
CUBICFL
January 29, 2020
5.0 |
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Excellent info! Nice updates
CUBICFL
January 13, 2020
10 |
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Excellent Info as always!
CUBICFL
January 08, 2020
5.0 |
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Excellent broad overview of the Tax changes, Easy to understand
CUBICFL
December 18, 2019
5.0 |
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Nice update to the software, looks easier to use. Appreciate being able to change expected returns!
CUBICFL
December 09, 2019
5.0 |
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Great info, appreciate the updated figures
CUBICFL
December 04, 2019
5.0 |
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Great presentation, Bob always makes it clear
CUBICFL
October 16, 2019
5.0 |
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A lot of info, maybe a bit too fast
CUBICFL
September 25, 2019
5.0 |
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Good detail as always, maybe some tweaks needed but overall good program
CUBICFL
August 28, 2019
5.0 |
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Good presentation, as a former DFA advisor MPT, I prefer not to use 30-50 year returns. IMO the world is now Global and what happened in the past was different....
CUBICFL
August 19, 2019
5.0 |
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Very good, is it possible to have a flow chart of the various trusts or is there a resource
CUBICFL
July 24, 2019
5.0 |
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Good info with a lot of detail
CUBICFL
July 08, 2019
5.0 |
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Very good, easy to understand and follow
CUBICFL
June 26, 2019
4.0 |
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Maybe a bit more detail, I felt Bob jumped around some things maybe for time sake
CUBICFL
June 12, 2019
5.0 |
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Very interesting, even though I have felt this was the direction, this info is great to use with clients and anyone really.
CUBICFL
May 20, 2019
5.0 |
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Great presentation but the spreadsheet seems rigid. There are other variables that need to be addressed. This is good for an initial presentation but feel that more analysis would be...
