Reviews written by FamaFiduciary

Craig, thank you for continuing to drill these concepts into our heads and for helping instill additional confidence in our dealings with clients. Yes, some clients do watch every day...

Thank you to Craig for his continuing use of metaphors to allow advisers to find a way to communicate the concept of diversification to lay clients. The study using the...

Another great review and summary of the retirement distribution schemes available for IRAs and other plans. Bob's style of teaching is conducive to learning, and for those of us who...

It seemed to me that the material in the webinar today was somewhat basic and contained only elementary elements of compliance. The superficial nature of the topics covered would suggest...

A very thorough analysis of today's markets and economy. Up to date refutations of media misinformation is part of the most valuable information that Fritz is imparting to the A4A...

It was very interesting when Craig pointed out that the spreadsheet program he was using was NOT in the model of a Monte Carlo simulation, which is something that I...

Bob and Andy, thanks again for another great session on tax planning. This is a great overview, and I realize that Bob has presented something similar to today's webinar in...

Fritz, another superb job today. Thank you for continuing to focus in a laser-like manner on the data, and not the "noise", The analogy of the signal versus the noise...

Bob thanks for a solid review of the basic principles of the intersection of estates and financial services. Your emphasis are caution in these situations is warranted. Bad things can...

Today's session was very practical. I've struggled with which commodity funds to utilize. They have certainly had a bad run. I appreciate Craig's candor in observing that some clients are...

Great job running the whole show today, Fritz. Your presentation was, as usual, upbeat and informative. We continue to appreciate the call outs of the misguided media talking heads and...

Thank you to Craig for illustrating the differences between the savings rate and the rate of return scenario for 25 year old client retiring at age 65, This sort of...

Thanks Bob for another good summary of the new 2018 tax law and rules. It is now starting to be clearer and the repetition and re-review of all of these...

Super job today Fritz! Thanks for the reminders on asset allocation "rules" (don't try and make predictions year to year) and also for the refutation of the talking heads on...

Thank for your another solid analysis of the 7-12 portfolio, and in particular for emphasizing the fact that an advisor can create these portfolios using a variety of custodial platforms,...

Andy, thank you for the efforts in getting Dr. Yardeni onto A4A webinar. Excellent material, particularly interesting was the Blue Angels graph (which helped illustrate the data clearly), the retail...

Fritz, the fingernails on chalkboard comment was priceless. Thankfully I don't attend many cocktail parties. Probably because I'd like to avoid being asked how I'm "playing the market". It does...

For this webinar, I would tend to give Bob 10 stars if the ratings went that high. As Andy stated, Bob is the master when it comes to taxation in...

Fritz, thank you for your long-standing commitment to educating A4A membership over the past many years. Today's webinar was, as usual, interesting, informative and actionable in many ways. We appreciate...

Super job again today by Craig. The tools offered to speak directly with clients in plain language are highly instructive. Craig's repetition of these tools and techniques is helpful to...

Thank you Fritz for a very useful and interesting presentation today (albeit a bit long). We appreciate your reminders of how earnings drive stock prices, and also bringing down to...

Today I appreciated the structure of the webinar in breaking down the topics into 4 or 5 separate issues, i.e., performance chasing, then rebalancing, etc. The end became a little...

Thank you again Fritz for your dedication and commitment to the A4A community and for another superb webinar and review of the economy and capital markets. We all appreciate the...

Thank you Bob for the usual thorough analysis. As you stated, this is all fast moving and could change further in the coming days. The suggestion that we prepare clients...

Thank you, Craig. I particularly benefited from and enjoyed the exercise in which Craig began with the large cap stock holding and then added incrementally the lowest correlated asset classes...