Reviews written by FamaFiduciary

211 results - showing 1 - 25 1 2 3 4 5 6 7 8 9 Results per page:
 
 

0 of 0 people found the following review helpful
Bob has repeated a few things over the past many months which bear repeating and which are valuable pointers for advisors. One of the most important to me (and one which has been borne out on many occasions with my clients) is the importance of demonstrating tax proficiency at a more advance level when doing planning for clients. This is why I've found that advisors with CPA credentials are growing by leaps and bounds. I have seen firsthand the benefits of having this advanced tax knowledge. Very important!
Rating:
 
5.0
Was this review helpful to you?
Yes No
FamaFiduciary Reviewed by FamaFiduciary
August 25, 2016

Report this review
 
Last updated: August 25, 2016
 
 

0 of 0 people found the following review helpful
Excellent seminar today by Craig. Solid demonstration of how to convey a basic understanding of asset allocation and diversification principles to the uninitiated or novice investor. Great delivery by Craig as always. Easy to follow and understand and also gives us the tools and concepts to speak to our younger clients or clients-to-be. Thank you!
Rating:
 
5.0
Was this review helpful to you?
Yes No
FamaFiduciary Reviewed by FamaFiduciary
August 24, 2016

Report this review
 
Last updated: August 24, 2016
 
 

0 of 0 people found the following review helpful
Fritz and Andy, thank you for another great presentation today. I particularly liked the gold versus S & P chart which Fritz discussed further at the end of the presentation. All of the slides were informative and illustrative of the points that Fritz is trying to drive home. As for running over on time, it would be nice to have the webinar end at a specific time as I believe more people would stick around to provide this feedback. Sometimes people have to run to something else. Thank you!
Rating:
 
5.0
Was this review helpful to you?
Yes No
FamaFiduciary Reviewed by FamaFiduciary
August 08, 2016

Report this review
 
Last updated: August 08, 2016
 
 

0 of 0 people found the following review helpful
Great stuff today Craig- thank you. Appreciate some of the practical points and tips on differences between risk and volatility. Also a very good suggestion to ask clients when we first meet them what they believe the definition of risk is. Investment pros have to be careful not to confuse risk with volatility, as you say. Although much of what you say may seem repetitive, it is conducive to learning and retention of the material. Please continue.
Rating:
 
5.0
Was this review helpful to you?
Yes No
FamaFiduciary Reviewed by FamaFiduciary
July 27, 2016

Report this review
 
Last updated: July 27, 2016
 
 

0 of 0 people found the following review helpful
Super presentation and as Andy said, a little more advanced than normal. Important, however, for anyone calling themselves a wealth manager to at least know some of the basics, and to recognize the issues that might be important to one or more HNW clients. Also, client's other professional advisors (CPA and attorney) are generally impressed when the financial advisor raises an issue on their own as it makes the advisor look engaged.
Rating:
 
5.0
Was this review helpful to you?
Yes No
FamaFiduciary Reviewed by FamaFiduciary
July 21, 2016

Report this review
 
Last updated: July 21, 2016
 
 

0 of 0 people found the following review helpful
Fritz, thank you for this and also for the Brexit special session which was also enlightening. The A4A audience appreciates your dedication to the cause. It's always interesting when you point out how the 10 top strategists fared in their annual predictions. Please continue citing WSJ and Barron's articles, as they help make your case for certain positions that you take, and bring home each of your points with strong supporting evidence.
Rating:
 
5.0
Was this review helpful to you?
Yes No
FamaFiduciary Reviewed by FamaFiduciary
July 11, 2016

Report this review
 
Last updated: July 11, 2016
 
 

0 of 0 people found the following review helpful
Thank you again Fritz for calling out the Barron's Outlook 2016 at the very end of today's webinar wherein you demonstrated the time one can waste following the so-called experts. As you show in your last slide, the experts called for IT and finance to be top performers, with utilities and consumer staples to suffer, and the reality is that it has been the exact opposite. Given this, it might even be worthwhile to read the Barron's Outlook, and then do precisely the opposite of what they suggest.
Rating:
 
5.0
Was this review helpful to you?
Yes No
FamaFiduciary Reviewed by FamaFiduciary
June 13, 2016

Report this review
 
Last updated: June 13, 2016
 
 

0 of 0 people found the following review helpful
Craig, thank you for the continued education on diversification and for highlighting the need for awareness on the part of advisors to diversify in order to do the best work for their clients. Appreciate also your brief tour of the 7Twelve website, as I learned a few things just by clicking around on the site for a few minutes. Please keep up the excellent work of teaching advisers about this topic.
Rating:
 
5.0
Was this review helpful to you?
Yes No
FamaFiduciary Reviewed by FamaFiduciary
May 25, 2016

Report this review
 
Last updated: May 25, 2016
 
 

0 of 0 people found the following review helpful
Great job as always, Bob. Super overview of the estate and trusts area for sure. Somewhat elementary for RIAs with strong tax and legal backgrounds, but valuable as a quick review nevertheless. Agree with Bob on virtually all points, including the possibility of estate tax exemptions being reduced in the future. Not many people think about this issue but should be cognizant of it for long-term planning purposes. Minor note: Incorrect use of the word "Principals" in presentation--should be principles.
Rating:
 
5.0
Was this review helpful to you?
Yes No
FamaFiduciary Reviewed by FamaFiduciary
May 24, 2016

Report this review
 
Last updated: May 24, 2016
 
 

0 of 0 people found the following review helpful
Chris and his colleague did a nice job today of outlining the issues raised by DOL rules. It was nice that they didn't use scare tactics to frighten everyone on the call. This can sometimes be annoying and counterproductive. Interestingly enough, many of the fee-only advisors and RIAs are not happy with the rule. There are many reasons for this. Thank you for providing some good pointers on getting our disclosures together.
Rating:
 
5.0
Was this review helpful to you?
Yes No
FamaFiduciary Reviewed by FamaFiduciary
May 19, 2016

Report this review
 
Last updated: May 19, 2016
 
 

0 of 0 people found the following review helpful
Some of the material presented is already out in the advisory community quite broadly, so this was more of a review of Bergen, Pfau and Kitces studies and views. I appreciate the fact that the Monte Carlo simulation uses 5,000 possible outcomes as opposed to the 250 or so that some of the custodians use, but once again, if you're not a fan of Monte Carlo to begin with, it's more of the same. Some of the citations of studies and quotes were informative.
Rating:
 
5.0
Was this review helpful to you?
Yes No
FamaFiduciary Reviewed by FamaFiduciary
May 12, 2016

Report this review
 
Last updated: May 12, 2016
 
 

0 of 0 people found the following review helpful
Nice job today Fritz. Continue to appreciate the WSJ clippings and articles from Barron's being woven into the presentation as illustrative of your positions. Also like the emphasis lately on declining bond component contribution to overall portfolio return (this being a change from the past 35 years). This is something that will take on more importance in the coming years as investors ratchet down their return expectations from the traditional 10% return assumptions.
Rating:
 
5.0
Was this review helpful to you?
Yes No
FamaFiduciary Reviewed by FamaFiduciary
May 09, 2016

Report this review
 
Last updated: May 09, 2016
 
 

0 of 0 people found the following review helpful
Good overview with additional practical pointers on how to advise clients. Real-life examples and illustrations are useful. Appreciate the fact that Bob takes time to explain various exceptions to the general rules, and information re: tuition credits, waivers and planning techniques, including gifting, are helpful. Bob, please keep up the great work--I'm sure that it is truly appreciated by the A4A community.
Rating:
 
5.0
Was this review helpful to you?
Yes No
FamaFiduciary Reviewed by FamaFiduciary
May 05, 2016

Report this review
 
Last updated: May 05, 2016
 
 

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.
Rating:
 
5.0
Was this review helpful to you?
Yes No
FamaFiduciary Reviewed by FamaFiduciary
April 27, 2016

Report this review
 
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.
Rating:
 
5.0
Was this review helpful to you?
Yes No
FamaFiduciary Reviewed by FamaFiduciary
April 11, 2016

Report this review
 
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.
Rating:
 
4.0
Was this review helpful to you?
Yes No
FamaFiduciary Reviewed by FamaFiduciary
April 07, 2016

Report this review
 
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.
Rating:
 
5.0
Was this review helpful to you?
Yes No
FamaFiduciary Reviewed by FamaFiduciary
March 07, 2016

Report this review
 
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.
Rating:
 
4.0
Was this review helpful to you?
Yes No
FamaFiduciary Reviewed by FamaFiduciary
March 03, 2016

Report this review
 
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.
Rating:
 
5.0
Was this review helpful to you?
Yes No
FamaFiduciary Reviewed by FamaFiduciary
February 25, 2016

Report this review
 
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.
Rating:
 
5.0
Was this review helpful to you?
Yes No
FamaFiduciary Reviewed by FamaFiduciary
February 24, 2016

Report this review
 
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.
Rating:
 
5.0
Was this review helpful to you?
Yes No
FamaFiduciary Reviewed by FamaFiduciary
February 18, 2016

Report this review
 
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.
Rating:
 
5.0
Was this review helpful to you?
Yes No
FamaFiduciary Reviewed by FamaFiduciary
February 08, 2016

Report this review
 
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.
Rating:
 
5.0
Was this review helpful to you?
Yes No
FamaFiduciary Reviewed by FamaFiduciary
January 28, 2016

Report this review
 
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.
Rating:
 
5.0
Was this review helpful to you?
Yes No
FamaFiduciary Reviewed by FamaFiduciary
January 21, 2016

Report this review
 
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.
Rating:
 
4.0
Was this review helpful to you?
Yes No
FamaFiduciary Reviewed by FamaFiduciary
January 20, 2016

Report this review
 
Last updated: January 20, 2016
 
211 results - showing 1 - 25 1 2 3 4 5 6 7 8 9 Results per page:
Powered by jReviews