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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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Thank you for your dedication to A4A members and for the valuable slides and commentary.
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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...
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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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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,...
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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....
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Another great webinar today Fritz! Thank you for your dedication to our group at A4A.
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Another excellent webinar, Bob! Also, having Fritz on was great.
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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...
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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...
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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...
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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...
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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...
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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...
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Excellent job once again by Craig. Thank you!