Reviews written by FamaFiduciary

Thank you for the quick overview of life settlements and for trying to make it understandable for those of us who are very inexperienced when it comes to life insurance....

Thank you Craig for reminding us why broad diversification (as opposed to single country exposure) is the right way to invest. As intriguing as it is to see frontier countries...

This was a solid introduction to the legal principles of trusts and estates. It is particularly useful to non-lawyers. Bob is a great teacher and makes difficult concepts easy to...

I've been listening to Fritz' presentations for as long as he's been giving them on A4A, not sure how many years that is, but a long time. Today I reflected...

Thanks Craig for more enlightenment on the differences between the performance of various indexes in the identical asset class. This is something that I was frankly not aware of, so...

Bob thank you for the systematic and methodical delivery of this valuable information. You're able to make a relatively dry subject interesting by presenting in the manner that you do....

Fritz, thank you for your generally optimistic viewpoint but more importantly for your data-driven, relatively unemotional presentation of the facts. We are living in a state of uncertainty at the...

Tremendously useful and practical analysis of the rolling 35 year period concept and likelihood of success at various levels of withdrawal rates. I have always been a fan of Craig's...

Thank you Bob for your continued focus on the new tax changes. I believe that indeed opportunity zones (and the new law) present a dilemma in that there will be...

Despite the "controversy" in today's webinar, it was certainly an interesting experience. The unexpected transgression into the controversial topic of non-US stocks was a bit unexpected. After all, for 10...

Craig provided some valuable overviews of the impact of reducing advisory fees in conjunction with reducing expense ratios on mutual funds/ETFs which is very helpful in understand how to save...

Thanks Bob for another excellent webinar on forward-looking tax planning strategies for financial advisers going into 2019, Particularly excellent was the concept of calculating the delta on the interplay between...

Tremendous job today, Fritz. Although some attendees were perplexed by Fritz' apparent contradictions on making predictions, I don't believe he was doing that at all. In fact, he was right...

Craig thank you for continuing to emphasize the importance of diversification and the idea of rebalancing which sometimes results in a contrarian style of investing. Your illustrations, charts and graphs...

Thank you, Bob, for the excellent presentation today on the Roth advanced planning. The review of the basics, plus additional new points not discussed in previous webinars, lends itself to...

The initial outline of the top 3 considerations currently in the financial news was a great way to begin the webinar today. Federal Reserve, Tariffs, Economy. This is especially true...

Thank you Craig for the continuing review and analysis of correlation between the various asset classes. The most important conclusion is something that was emphasized repeatedly, and that is the...

Excellent follow up and elaboration upon prior webinars on the 199A business deduction. We appreciate the use of the case studies and many of them have pertinence to real life...

Thank you for the continuing focus on withdrawal rates in retirement and for demonstrating that, contrary to popular belief, many retirees will end up having MORE money in their accounts...

Thanks for the breakdown and review of the various topics pertaining to sales of a business and for introducing the topic of enterprise zones and tax credits to our audience....

Today's webinar was another great review of current economic and stock market (including fixed income) conditions and future expectations. I particularly liked the discussion towards the end of the webinar...

Great stuff as always with Craig's spreadsheets. As I mentioned on the "open mike", I believe participants in these webinars might benefit from a more thorough analysis and demonstration (illustration)...

Super summary of new tax law and presented in a clear manner, much more so than other presentations that I've heard recently on the same subject. Bob has a knack...

Despite technical difficulties, this was possibly one of Fritz' best presentations. Fritz' insight is becoming more meaningful and important each month as the naysayers get louder. And Fritz is correct...

Bob, thanks for the refresher course on Section 199 and your continued emphasis on getting in front of this topic, both for advisers themselves and also their clients to whom...