Reviews written by FamaFiduciary

198 results - showing 1 - 25 1 2 3 4 5 6 7 8 Results per page:
 
 

0 of 0 people found the following review helpful
Thank you to Craig for continuously stressing the difficulty of predicting which asset classes will do well each year. We all have a tendency to think we can do this, but as the data has proven, it is not so easy. Perhaps a future seminar could include a discussion of Craig's use of Vanguard, Fidelity, T. Rowe Price, etc. for specialized 7-12 portfolios using those funds for investors who happen to have their 401k, etc. custody held there.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
April 27, 2016

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Last updated: April 27, 2016
 
 

0 of 0 people found the following review helpful
Excellent presentation once again. Appreciate the review of older material and also introduction of new material, as mentioned by Andy. The question about fiduciary duty did seem to open the door to an enlightened discussion all around, and perhaps more of those types of big picture questions could be used as a starting point for various discussions going forward. Continue to enjoy the WSJ articles, and critiques thereof.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
April 11, 2016

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Last updated: April 11, 2016
 
 

0 of 0 people found the following review helpful
Interesting discussion and good vehicle for raising awareness of some of these issues. Slight tilt at times towards marketing the presenter's company (including short video) but the same is true for Chris Winn and a few others who speak to A4A membership. Very useful for checklist of items which should be considered by all advisors. Good info overall.
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4.0
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FamaFiduciary Reviewed by FamaFiduciary
April 07, 2016

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Last updated: April 07, 2016
 
 

0 of 0 people found the following review helpful
Fritz, thank you for another great presentation. Hope you feel better soon, and we all appreciate you making the commitment every month to do this webinar, in sickness and in health. You are truly dedicated and passionate about this topic and A4A.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
March 07, 2016

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Last updated: March 07, 2016
 
 

0 of 0 people found the following review helpful
A bit on the technical side and seemed likely to be more suited for larger firms expecting a stream of chat traffic over time. Some brief technical glitches with presenter's sound and internet connection. Those in back office work or technological design would benefit more than others. Thank you for diversifying the webinar offerings although this topic was not of paramount interest to me. However, it does make sense that it would challenge the competition of robo-advisors for certain practitioners.
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4.0
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FamaFiduciary Reviewed by FamaFiduciary
March 03, 2016

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Last updated: March 03, 2016
 
 

0 of 0 people found the following review helpful
Bob once again demonstrated his total command of the interplay between taxation and financial planning. In addition, Bob's delivery of information and concepts to attendees is always smooth and completely understandable. He has a knack for making complex ideas simple. That may be due to his presenting so many webinars to fellow professionals. I've found that each time I hear Bob present to A4A, I enjoy it more than the previous time. Bob is truly a valuable asset to A4A. Please keep up the excellent work.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
February 25, 2016

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Last updated: February 25, 2016
 
 

0 of 0 people found the following review helpful
It's always enjoyable to listen to Craig speak about the benefits of diversification and the 7/12 portfolio. The first half of the presentation was very academically-oriented and a bit dry. The second half was much more practical and useful in everyday applications. I understand that Craig needed the first half to lay the groundwork for the second half, and he said as much. That being said, it was another good webinar and every time Craig does the 7/12 review, I learn something new.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
February 24, 2016

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Last updated: February 24, 2016
 
 

0 of 0 people found the following review helpful
This was a great idea and definitely timely in many respects. Andy hit the nail on the head when he said that the aggregated responses to the polls is a valuable exchange of information between advisors in the A4A community. It is imperative that we know what everyone else is doing. Otherwise, how can you keep up with your peers or fully serve your clients? Many established advisors have some disdain for social media (including me) but the fact that we're willing to hear what others have to say is critical.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
February 18, 2016

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Last updated: February 18, 2016
 
 

0 of 0 people found the following review helpful
One of the best features of Fritz' presentations are the analysis and refutation (not sure that's a word) of the WSJ and other articles which often as well as calling out the supposed "experts" and talking heads in the media who are so often wrong. I think it's true that if you didn't listen to Fritz, you'd think the world was coming to an end with all the bad news bears coming out of hibernation. Thanks for a fresh and less biased approach to economic analysis.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
February 08, 2016

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Last updated: February 08, 2016
 
 

0 of 0 people found the following review helpful
I have listened to Bob's presentations so many times that I've lost count, however, each time I learn something new (and usually exciting too). Today's presentation was thorough, but rapid-fire, and kept your attention too. This is not easy to do when it comes to taxation. Bob, thank you for the fantastic service you (and Andy) provide to the advisory community. Please keep up the great work and look forward to your next presentation.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
January 28, 2016

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Last updated: January 28, 2016
 
 

0 of 0 people found the following review helpful
Very informative and engaging presentation by a person who obviously demonstrated great knowledge and experience in the markets. Although I did not necessarily agree with all of his short-term prognostications, he certainly was clear and convincing with most of his presentation data points. The outline was VERY useful to understanding the Russell position on all aspects of current market conditions. The Q & A was excellent, as Andy said, Erik was surprisingly knowledgeable on many topics. Thank you.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
January 21, 2016

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Last updated: January 21, 2016
 
 

0 of 0 people found the following review helpful
Thank you for the valuable service that A4A provides each week. Please continue to keep up the good work.
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4.0
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FamaFiduciary Reviewed by FamaFiduciary
January 20, 2016

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Last updated: January 20, 2016
 
 

0 of 0 people found the following review helpful
The presentation was helpful in understanding some of the ins and outs of the military lifestyle as it relates to investing, saving and retirement. There were several items that I learned about the TSP program that I would not have known otherwise. I will be able to use these factoids in connection with a prospective client who is an 30+ year Army JAG Corps full Colonel. It would be nice to be able to contact Curtis with respect to questions in the future, so thank you for offering that opportunity as well
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
January 14, 2016

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Last updated: January 14, 2016
 
 

0 of 0 people found the following review helpful
Great presentation today Fritz. Thank you (again) for continuing to keep up our spirits and to assist in ignoring the naysayers. Specifically, thank you for calling out the so-called strategists. Every year in Barron's I skip over that article because their predictions never come to fruition. Also appreciated slide 109 in which you did a back of the envelope calculation on total returns going forward. You hit the nail on the head with that one. Lots of people are in dreamland on that one.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
January 11, 2016

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Last updated: January 11, 2016
 
 

0 of 0 people found the following review helpful
Each time Shehriyar speaks to the A4A community, something valuable is taken from it. As Andy said, he is very easy to listen to, calm and measured in his presentation, and amazingly accurate. It may have been last March 2015, perhaps even a month or two before that, and Shehriyar was speaking on A4A and predicted the first Fed rate hike would be in December. No one else was willing to say that then but he was absolutely correct. It would be nice to hear Shehriyar speak on a regular basis to A4A. Thank you.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
January 07, 2016

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Last updated: January 07, 2016
 
 

0 of 0 people found the following review helpful
I am not a CPA but still enjoyed Bob's presentation today. In fact, it was useful in that it outlined what the "competition" might be doing, as they're able to offer services that I elect not to provide (tax return preparation). Of particular use also was the tidbit of info Bob passed along about the NOL carryforward concept having to be used before death--very important--and the Roth conversion solution is excellent. Also, Bob's explanation of the effective rate of phase out being 35% not 28% was useful.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
December 17, 2015

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Last updated: December 17, 2015
 
 

0 of 0 people found the following review helpful
All fives once again for Fritz' presentation. Suggestion: Fritz' analysis (and refutation) of WSJ articles and other supposedly scholarly financial publications is most informative and also most useful for client communications from the adviser. This is particularly true when Fritz shows the highlighted portions of the article which he disputes and/or agrees with. This practice serves as a clarification of the points Fritz' makes using the data slides. It also keeps the viewer attentive & less apt to doze.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
December 07, 2015

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Last updated: December 07, 2015
 
 

0 of 0 people found the following review helpful
Well, that was interesting! Quite a change from Bob Keebler, to be sure. Very entertaining, and especially so for those interesting in lifestyles of the rich and famous. I don't know how much I learned about estate planning, other than the standard anecdotal messages concerning failed planning, oversights and other stories of dread which arise from good old negligence. A very intelligent woman of apparently high pedigree. And listening to a lawyer is always enlightening in one way or another.
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4.0
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FamaFiduciary Reviewed by FamaFiduciary
November 19, 2015

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Last updated: November 19, 2015
 
 

0 of 0 people found the following review helpful
Thank you Fritz for your continued focus on the facts and the data as opposed to the media noise. It is particularly of interest (and useful) to know about the inaccuracies of those writing in publications as esteemed as even the Wall Street Journal. I think that having a column written by Fritz Meyer (or at least a counterpoint argument) would be enlightening to those who use WSJ writings (and, particular, E.S. Browning) as gospel.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
November 09, 2015

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Last updated: November 09, 2015
 
 

0 of 0 people found the following review helpful
As Andy said, some of the slides Criag presented today were very clear in illustrating the concept of diversification over many asset classes. Craig hit the nail on the head when he said that some clients (especially impatient ones) are looking for quick and fast results and that the advisor must educate them about these concepts. I agree that the Twitter age has made everyone think in fast motion instead of the slow motion required for the 7/12 portfolio to work properly. Thanks!
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
October 22, 2015

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Last updated: October 22, 2015
 
 

0 of 0 people found the following review helpful
Thank you for letting the A4A audience hear the robo advisor side of the story on the direction in which the industry is clearly going. Although it seems that the speaker might be considered bias towards this platform model, it nonetheless is true that technology is advancing at a lightning pace and that human advisors are at risk if they fail to adapt and embrace this technology. This is merely part of a changing world overall, and the investment industry is no different.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
October 15, 2015

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Last updated: October 15, 2015
 
 

0 of 0 people found the following review helpful
Fritz, thank you for your continuing service and education of the A4A community of advisers. Appreciate the articles from WSJ and Barron's most of all. Your interpretation of same is enlightening and useful. Also, anecdotal comments from clients of advisers who you speak to at your personal appearances are very helpful, as most of us have probably had those same questions (pertaining for example to your comments on gold, etc.). Please continue to raise those kinds of discussions.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
October 12, 2015

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Last updated: October 12, 2015
 
 

0 of 0 people found the following review helpful
Bob, thank you for the subtle--and also not-so-subtle--practice management tips each month as pertains to tax advice, tax planning and the advisor's role vis a vis the client's other professionals. I have to say that when I contact a client's CPA to discuss tax planning or strategy they are often taken aback by my interest, enthusiasm, and the like. I suspect it is because, as Bob says, so few advisers bother to try and set themselves apart as tax-focused professionals. And as Bob says, doing so pays off.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
August 27, 2015

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Last updated: August 27, 2015
 
 

0 of 0 people found the following review helpful
Andy and Craig, thank you for your enthusiasm and energy in bringing this very timely and critical information to member advisers at A4A. You are providing a valuable service and this all helps to focus, as an adviser responsible for client investments, on the big picture and not get lost in the weeds. I particularly enjoyed Craig's discussion of age-based 7/12 portfolio with a heavy weighting towards cash for age 70+ as well as the discussion of satellite positions in 7/12. Please keep up the good work.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
August 24, 2015

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Last updated: August 24, 2015
 
 

0 of 0 people found the following review helpful
Excellent presentation and persuasive arguments advanced by Craig as he consistently demonstrates. Identifies challenges for advisers in educating clients to understand the concept of diversification. Good takeaway- if you can predict the future and know what asset class will prevail each January, don't diversify. If you can't predict the future, diversify among multiple asset classes.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
August 20, 2015

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Last updated: August 20, 2015
 
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