Reviews written by FamaFiduciary

Thank you again for continuing to educate the A4A community on the wisdom and overall benefits of diversification. It is important for advisors to demonstrate the discipline to incorporate this...

Tremendous coverage of all of the pertinent options for addressing problem with the elimination of the Stretch IRA via charitable trusts. Somewhat advanced analysis unless you are a CPA, tax...

Thank you for a one-time and different perspective on economic technical analysis. The explanations were concise and straightforward, however some of the graphs and charts were more technical than I...

Thank you Fritz, for another superb presentation, as always. It's very helpful to review the various financial articles and the dismal track record of the alleged experts.

Thanks Bob for a thorough analysis (albeit fairly rapid) of the SECURE Act's impact on IRAs and retirement accounts. I think it's also a great idea for you and Andrew...

Craig, I really enjoy using the spreadsheet, and as I continue to get better at showing it to prospects, and in particular to younger clients (or more specifically, the adult...

Thanks Bob for another good overview of 2020 tax planning and for repeating some of the more important points that you've covered in past sessions. No worries on the Secure...

Thanks Bob for a great primer on the advantages of Roth conversions going forward. With the Secure Act remaining in limbo for the time being, it is tricky to be...

Thank you, Craig, for all of your continuing work and dedication to the A4A community. Thank you also for updating your Excel spreadsheet on a regular basis as it has...

Thank you Fritz for this webinar plus all the interim updates and short summaries with questions and answers from A4A membership. We all appreciate your candid approach and telling it...

Bob, thanks for offering to put on a webinar updating the SECURE ACT. That is obviously going to be a critically important law for virtually all high net worth clients...

Thanks Fritz for today's webinar. The idea of answering questions at the beginning of the webinar (taken from previous presentations) is a good one and it helps answer some of...

Nice job again today Bob on the follow up of the August webinar on trusts. Appreciate the review and the reminders on a few key items, such as professional liability...

Fritz, thank you for "zeroing in" on the data as you always do, as now, more than ever, this is an important exercise, given the alarming headlines perpetrated by the...

Thanks once again Craig for the super presentation and data analysis. I agree that the engineering clients will like the correlation discussion very much. I have several of those types...

I liked the idea of today's introduction in which Fritz took 3 questions which had been submitted prior to the webinar and delved into those 3 topics, all of which...

Bob, thanks for keeping all of us on our toes with the technical explanations and illustrations regarding taxation of trusts and estates. You correctly point out that much of this...

Craig, nice job today on the managed payout fund analysis! As I mentioned in my question, I think the jury is still out on the real value of these funds...

Fritz thank you for once again reiterating all of the data points which are conveniently ignored by the media and "talking heads" on Wall Street and elsewhere, and also for...

This was a different format than typical webinars and certainly provided a break from the regular discussions pertaining to asset allocation modeling, investment advice, etc. but was also valuable as...

Thanks for focusing so acutely on the yield curve inversion Fritz and for helping us all understand the true implications. Your comments on how to present volatility to clients (towards...

Fritz, tremendous job today with everything! Thank you for your obvious dedication to the A4A community and those of us who value the best advice and analysis out there. I...

Not sure how to thank Bob (and Andy) enough for jumping on this before virtually anyone else did (the elimination of the stretch IRA). I believe that having another dedicated...

Craig is providing a truly important service with the spreadsheet showing the various scenarios for accumulation and retirement. The fact that the spreadsheet is NOT a forecasting tool, and further...

This was an excellent presentation today by Fritz, particularly with respect to the truth about the China tariffs. Andy also chatted out an article from Market Watch written today by...