Reviews written by FamaFiduciary

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0 of 0 people found the following review helpful
Thank you Bob for the usual thorough analysis. As you stated, this is all fast moving and could change further in the coming days. The suggestion that we prepare clients ahead of time for the ultimate range of possible changes is a valuable one. Also, planning ahead to accelerate deductions, especially state and local taxes, is critical. The same goes for postponing income into 2018 and a variety of other items you mentioned. Appreciate your continued dedication.
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FamaFiduciary Reviewed by FamaFiduciary
November 30, 2017

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Last updated: November 30, 2017
 
 

0 of 0 people found the following review helpful
Thank you, Craig. I particularly benefited from and enjoyed the exercise in which Craig began with the large cap stock holding and then added incrementally the lowest correlated asset classes beginning with TIPS, then cash, etc. It was interesting to see how a 20-80 portfolio did in 2008, and also how adding the more correlated asset classes reversed the direction of the standard deviation and increased the 2008 loss. This sort of illustrative explanation is very useful in getting the point across.
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FamaFiduciary Reviewed by FamaFiduciary
November 15, 2017

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Last updated: November 15, 2017
 
 

0 of 0 people found the following review helpful
Dear Andy and Fritz, you asked for specific feedback as to what we liked, etc. Some of the text slides that Fritz uses are most valuable (for people who are not visual learners, but are more comfortable with text) because those few slides succinctly summarize the current conditions as Fritz sees them, and relates them in a holistic way to everything that's going on in the markets and economy. So, personally, I would like to spend more time on those slides (sometimes Fritz goes over them very quickly). Thank
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FamaFiduciary Reviewed by FamaFiduciary
November 13, 2017

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Last updated: November 13, 2017
 
 

0 of 0 people found the following review helpful
Craig, the software package is an excellent way to illustrate to clients that they need not worry as much as they might think. Seeing everything in such a succinct and easy-to-understand format is the best part of the software. It seems to be understandable by non-tech types. And the emphasis on costs and expenses as they relate to long-term returns is also invaluable. It does open one's eyes to the importance of expense ratios and fees. Thank you again.
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FamaFiduciary Reviewed by FamaFiduciary
October 25, 2017

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Last updated: October 25, 2017
 
 

0 of 0 people found the following review helpful
To answer Andy's question about the most valuable information in the webinar today, I enjoy the written text and outlines that Fritz puts up at the beginning of a particular segment or discussion topic. This is the list of bullet points that summarizes, for example, the state of the economy at the time of the presentation, or the various factors pointing to a stock market continued climb, etc. Some of the charts are useful, particularly some of Fritz' favorite charts, some are confusing though. Thank you!
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FamaFiduciary Reviewed by FamaFiduciary
October 09, 2017

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Last updated: October 09, 2017
 
 

0 of 0 people found the following review helpful
Bob and Andy, this was a great idea to put on such a timely webinar. This kind of thing is very much appreciated by A4A membership. The same is true for Fritz' special webinars when a market correction occurs. It's also very important that Bob continues to keep the A4A community updated on changes as they occur with respect to this tax plan. Once something is passed, it will be important for advisors to know the specific details in order to best serve their clients. Please keep up the great work!
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FamaFiduciary Reviewed by FamaFiduciary
September 27, 2017

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Last updated: September 27, 2017
 
 

0 of 0 people found the following review helpful
Thanks Craig for another excellent review of the 7-12 concept and the importance of diversification. We really appreciate the practical application of your advice in a real-life advisory setting. As you've repeated many times, however, short-term expectations are a headwind for advisors whose clients don't have the patience to stay the course with the various asset classes. Your educational materials are a great way to understand how to overcome this problem.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
September 26, 2017

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Last updated: September 26, 2017
 
 

0 of 0 people found the following review helpful
Thank you Fritz for another great review of the markets and economy. Please continue to "call out" the WSJ writers and others who are engaged in "fake news" of sorts re: the economy, jobs, wages, etc. Today's discussion on the potential length of the recovery becoming at some point an all -time postwar high. That is a very interesting observation and/or projection. Please keep up the great work, and we'll look forward to your correction webinar which may be upcoming soon.
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FamaFiduciary Reviewed by FamaFiduciary
September 11, 2017

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Last updated: September 11, 2017
 
 

0 of 0 people found the following review helpful
Thank you Bob and Andy for a great tax planning webinar, one in a great series of continuing presentations by Bob. The fact that you are a realist about the future of tax reform is quite refreshing. Avoiding predictions of what might or might not happen is a sound strategy. No one knows, as Bob says (and has said in the past repeatedly). Also appreciate your focus on Roth IRA conversions, and the importance of those, as well as the importance of the chart showing effective use of capital gains and losses.
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FamaFiduciary Reviewed by FamaFiduciary
August 30, 2017

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Last updated: August 30, 2017
 
 

0 of 0 people found the following review helpful
Different approach and analysis of the efficient frontier, very technical but appropriate for advisors interested in the data crunching. Still struggling with a feasible method by which to persuade clients to "stay the course" during times of turbulence in certain asset classes (currently commodities) and this is the main challenge in implementing Craig's very well thought out allocation model. I also like the fact that Craig has Vanguard, Fidelity, T. Rowe Price, etc. choices of the 7-12 portfolio
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
August 23, 2017

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Last updated: August 23, 2017
 
 

0 of 0 people found the following review helpful
Thank you Fritz for another fantastic presentation. I appreciate the point you made about repetition being a good learning tool and A4A members should be appreciative of you taking that approach in these webinars. Also, please continue citing the WSJ articles and other "talking heads" as those references are beneficial in providing context in the grand scheme of things.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
August 07, 2017

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Last updated: August 07, 2017
 
 

0 of 0 people found the following review helpful
Thorough discussion of asset protection measures that can and should be taken in many circumstances. Liked the way presenter covered a variety of topics pertinent to advisors, including trusts being named as IRA beneficiaries for asset protection purposes, and review of new and changing laws on rights of grantors of self-settled trusts. Just enough detail not to overwhelm, but also not too general or too diluted for experienced practitioners. I would enjoy having Gideon continue with future visits to A4A.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
July 26, 2017

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Last updated: July 26, 2017
 
 

0 of 0 people found the following review helpful
Excellent reminder of Craig's 7/12 portfolio advantages. Practical tips on how and why to coach clients into understanding why this type of full diversification is critical to long term investing success. I liked Craig's many charts and graphs, which often surprise with unexpected outcomes, sometimes defying conventional wisdom. Specifically appreciate the fact that 7/12 has portfolios designed for Schwab, Vanguard, Fidelity, etc. so that a person who has custody in different places can benefit.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
July 19, 2017

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Last updated: July 19, 2017
 
 

0 of 0 people found the following review helpful
Today's webinar was a great analysis of the topic. Speaking for myself, I enjoy the way Bob gets into the weeds on some of these issues. That being said, it can become very technical and challenging to follow all of the specific details of the discussion. Nonetheless, anyone who desires to enhance their knowledge of estate taxation will benefit in some way from today's webinar. Please keep up the great work, Bob, as many A4A members appreciate very much what you're doing here.
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FamaFiduciary Reviewed by FamaFiduciary
July 18, 2017

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Last updated: July 18, 2017
 
 

0 of 0 people found the following review helpful
I agree that Fritz was not hard enough on Chuck Todd. One of the highlights of Fritz' presentations continues to be the "calling out" of the media ignorance on such matters as the economy and the stock market. It's also true that listening to the "experts" can be hazardous to your clients' wealth. Please continue citing various WSJ and Barron's articles in order to emphasize your point(s). This is very useful to contradict and/or affirm positions taken by those and other media outlets. Thank you.
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FamaFiduciary Reviewed by FamaFiduciary
July 10, 2017

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Last updated: July 10, 2017
 
 

0 of 0 people found the following review helpful
Bob's presentation once again merits all 5's as he quickly and efficiently addressed (and then summarized neatly) all of the salient points needed to be raised in his overview of tax planning strategies for retirement accounts. After listening to Bob now for probably 7 or 8 years, I would undoubtedly place him at the pinnacle of thought leaders in the realm of tax planning for advisors. This comment is coming from someone who taught tax accounting at the University level full time in a previous life.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
June 21, 2017

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Last updated: June 21, 2017
 
 

0 of 0 people found the following review helpful
Thank you for your dedication to A4A members and for the valuable slides and commentary.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
June 12, 2017

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Last updated: June 12, 2017
 
 

0 of 0 people found the following review helpful
I thought that this was a very thorough, but elementary, review of the legal principles involving trusts. Only in a few sections was the discussion more advanced (discussion of pecuniary formulas and the like). So for younger advisors this is certainly a worthwhile presentation. It also served as a brush up for refresher course for more experienced practitioners. If you are either a lawyer or highly experienced in estate planning, it was more elementary. Again, Bob is an excellent teacher. Thank you.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
June 04, 2017

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Last updated: June 04, 2017
 
 

0 of 0 people found the following review helpful
Thank you for another excellent discussion of the 7-12 concept and the need to stay with asset allocation parameters without regard to short-term performance.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
May 24, 2017

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Last updated: May 24, 2017
 
 

0 of 0 people found the following review helpful
Fritz, thank you for your continued dedication, and congratulations on the record-setting attendance at today's presentation. It is well-deserved. Andy, thank you for continuing to facilitate these webinars with Fritz, Bob, Craig and the others.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
May 08, 2017

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Last updated: May 08, 2017
 
 

0 of 0 people found the following review helpful
I very much appreciate Craig's continued enthusiasm for the diversified portfolio, and in particular, the 7/12 portfolio. Also today was a special treat having Bob and Fritz chime in afterwards. Although we expected a short discussion, it turned into something much longer, which I think was appropriate and welcome by those of us interesting in this very timely topic of tax reform.
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FamaFiduciary Reviewed by FamaFiduciary
April 26, 2017

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Last updated: April 26, 2017
 
 

0 of 0 people found the following review helpful
Another great webinar today Fritz! Thank you for your dedication to our group at A4A.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
April 10, 2017

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Last updated: April 10, 2017
 
 

0 of 0 people found the following review helpful
Another excellent webinar, Bob! Also, having Fritz on was great.
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
March 23, 2017

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Last updated: March 23, 2017
 
 

0 of 0 people found the following review helpful
Fritz, that was an amazingly good presentation given that you were sitting in an airport. It's hard to think clearly with all the distractions. Thank you for your dedication and spirit. Appreciate the analysis at the end, and the friendly reminder, that we will need to brace clients for a new world order in terms of total return. The balanced portfolio of 60/40 yielding an average overall nominal total return of 5.4% is certainly going to be a tough pill to swallow for many of them. Great stuff!
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5.0
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FamaFiduciary Reviewed by FamaFiduciary
February 13, 2017

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Last updated: February 13, 2017
 
 

0 of 0 people found the following review helpful
It seems that the presenter pointed out many factors which should be assumed by most advisors, primarily the fact that any Monte Carlo simulation should in no way be relied upon as an up or down determination of whether a retirement plan is sound and will come to fruition as expected. The reminder of this fact is the essence of the webinar and certainly it permitted the attendees to think outside the box and also brings one down to earth in terms of lofty expectations of these planning software programs
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4.0
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FamaFiduciary Reviewed by FamaFiduciary
February 07, 2017

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Last updated: February 07, 2017
 
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