Reviews written by FamaFiduciary

474 results - showing 226 - 250  
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FamaFiduciaryFamaFiduciary   September 27, 2017
(Updated: September 27, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

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...

FamaFiduciaryFamaFiduciary   September 26, 2017
(Updated: September 26, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

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...

FamaFiduciaryFamaFiduciary   September 11, 2017
(Updated: September 11, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

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...

FamaFiduciaryFamaFiduciary   August 30, 2017
(Updated: August 30, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

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...

FamaFiduciaryFamaFiduciary   August 23, 2017
(Updated: August 23, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

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...

FamaFiduciaryFamaFiduciary   August 07, 2017
(Updated: August 07, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

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...

FamaFiduciaryFamaFiduciary   July 26, 2017
(Updated: July 26, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

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...

FamaFiduciaryFamaFiduciary   July 19, 2017
(Updated: July 19, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

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...

FamaFiduciaryFamaFiduciary   July 18, 2017
(Updated: July 18, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

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...

FamaFiduciaryFamaFiduciary   July 10, 2017
(Updated: July 10, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

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...

FamaFiduciaryFamaFiduciary   June 21, 2017
(Updated: June 21, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

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...

FamaFiduciaryFamaFiduciary   June 12, 2017
(Updated: June 12, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Thank you for your dedication to A4A members and for the valuable slides and commentary.

FamaFiduciaryFamaFiduciary   June 04, 2017
(Updated: June 04, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

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...

FamaFiduciaryFamaFiduciary   May 24, 2017
(Updated: May 24, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

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.

FamaFiduciaryFamaFiduciary   May 08, 2017
(Updated: May 08, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

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,...

FamaFiduciaryFamaFiduciary   April 26, 2017
(Updated: April 26, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

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....

FamaFiduciaryFamaFiduciary   April 10, 2017
(Updated: April 10, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Another great webinar today Fritz! Thank you for your dedication to our group at A4A.

FamaFiduciaryFamaFiduciary   March 23, 2017
(Updated: March 23, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Another excellent webinar, Bob! Also, having Fritz on was great.

FamaFiduciaryFamaFiduciary   February 13, 2017
(Updated: February 13, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

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...

FamaFiduciaryFamaFiduciary   February 07, 2017
(Updated: February 07, 2017)
4.0
Average Attendee Rating
Poor Average Excellent

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...

FamaFiduciaryFamaFiduciary   January 26, 2017
(Updated: January 26, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Thanks once again Bob for walking all of us through the basic 1040 tax form. It was a good refresher and usually you learn something new every time you go...

FamaFiduciaryFamaFiduciary   January 25, 2017
(Updated: January 25, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Thank you for the review of 7-Twelve theories and performance charts over 15 years and other time periods. Especially valuable is the Hare I and Hare II slides at the...

FamaFiduciaryFamaFiduciary   January 09, 2017
(Updated: January 09, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

Thank you Fritz for the upbeat assessment of the upbeat projections going forward for both the stock market and the economy. It is reassuring to hear you affirm what might...

FamaFiduciaryFamaFiduciary   December 15, 2016
(Updated: December 15, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

Super job. Continue to appreciate Bob's ability to inject practical application of some of these concepts. These offer good reminders of the nuts and bolts of what we're doing as...

FamaFiduciaryFamaFiduciary   December 13, 2016
(Updated: December 13, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent job once again by Craig. Thank you!

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