Reviews written by FamaFiduciary

Thank you for recruiting such a prominent estate planning attorney for A4A classes! Although the general overview class was just that (a general overview) there were still various tidbits of...

Thank you Fritz for another engaging webinar presentation on the current economy. The A4A community of advisors certainly appreciates the time you devote to educating us on a monthly basis,...

Super presentation today. Many talking points to be used with clients who are skeptical of not running out of money, particularly those with high balances. I very much liked the...

Today's presentation on Roth conversions was very thorough and definitely useful information to most RIA and tax practices. Bob does a nice job of covering a variety of aspects of...

Today was another great webinar put on by Craig using his proprietary software program, which is continually being improved to add more bells and whistles. I've found that the spreadsheet...

Today's webinar presented some new and different information than the typical A4A webinar in that the discussion revolved around advantages of LTC policies coupled with life insurance, annuities and standalone...

Pretty dry topic on LTC and probably of most interest to those in the throes of offering LTC insurance to clients. May not apply to most advisors who are not...

Excellent summary of variety of tax and financial planning tools and strategies for advisors. I appreciate Bob spending so much time on the concept of using life insurance and Roth...

Great presentation today again Fritz. Thank you for the various reminders of the equity risk premium of stocks and TINA. Also appreciate quotes from Barron's and WSJ, charts from Yardeni,...

Thank you Craig for another great presentation. Seeing the differences between some of the actively managed funds that you presented with respect to risk and reward (via standard deviation as...

Thank you Bob for clarifying an area of financial advising that is not usually front and center of everyday discussions. It was important to recognize (which you pointed out) that...

Another great summary presented today by Fritz, as a follow up to his special session from several weeks ago. It's important that we continue to get updated data from Fritz...

Thank you Fritz for a solid update and for doing the special sessions on panic protection in volatile times as we're now experiencing. I think it is reassuring to the...

Wow, today's presentation was a real gem. Bob managed to cover a lot of ground in a short time, much of it was review, but repetition allows some of this...

Excellent presentation today (again) from Fritz. I appreciate the way he focuses on data as opposed to talking heads in the media. Also, the emphasis on PEG ratios is always...

Today's topic was very timely and useful in terms of thinking outside the normal course of analysis when it comes to fixed income investing. As advisors, I believe many of...

As Andy G. stated, today's presentation by Bob was superlative in many respects. It was probably something that Bob could have used 2 or 3 hours to delve into more...

Enjoyed some of the new slides Fritz used today, and again reiterating the truth about PEG ratios, consumer sentiment and the importance of the inverted yield curve, all of which...

Really wonderful and entertaining presentation which somehow (probably through humor) managed to keep my attention throughout. Although I am a novice user of Excel, and know virtually nothing, I was...

Very in-depth and focused discussion on specific provisions of the law which permit tax advantages to real estate investors and the interplay between those laws and tax return filing and...

Today was an interesting new twist on Craig's regular presentations and is illustrative of how important diversification (with a series of individual, separate funds) is in the context of maximizing...

Thank you Fritz for another great summary and for all of the helpful information and excerpts from the Federal Reserve, WSJ and other sources. It is greatly appreciated by the...

Thank you Bob for a super summary of a few of the continuing negotiations in Congress. Mostly everything sounds like they are laser-focused on closing every possible loophole that the...

Enjoyed today's session very much. Fritz reviewed some of the regular data points and opined on several controversial topics, including transitory inflation (doesn't think it is) and PEG ratios (large...

Today's session was especially valuable by virtue of the case studies that were used. It would seem that most advisors have been faced with one or more of these situations--I...