Reviews written by RBass55

64 results - showing 1 - 25 1 2 3 Results per page:
 
 

0 of 0 people found the following review helpful
Bob did a great job of covering the meat of the tax bill in a very short time. For future presentations, the 199A deduction is going to be a top subject for small business owners, people who are hit with the double tax whammy of income plus self employment tax.
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5.0
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RBass55 Reviewed by RBass55
February 07, 2018

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Last updated: February 07, 2018
 
 

0 of 0 people found the following review helpful
Wonderful! Fritz provides common sense context to current economic situations, backed up with appropriate data, and is able to explain all of it in an everyman language. If the general public were exposed to Fritz-type information and input on a regular basis, the country would be a much calmer place.
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5.0
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RBass55 Reviewed by RBass55
February 06, 2018

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Last updated: February 06, 2018
 
 

0 of 0 people found the following review helpful
Excellent, Excellent, Excellent
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5.0
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RBass55 Reviewed by RBass55
January 24, 2018

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Last updated: January 24, 2018
 
 

0 of 0 people found the following review helpful
Craig is an excellent instructor. Always extremely clear and insightful. The focus on the needs for long-term outlooks, diversification, and rebalancing are extremely important topics for the university students he teaches as well as advisors. He's planting seeds for trees he won't see fully grow and making a difference.
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5.0
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RBass55 Reviewed by RBass55
December 13, 2017

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Last updated: December 13, 2017
 
 

0 of 0 people found the following review helpful
Very fast paced and informative. Fritz is outstanding
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5.0
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RBass55 Reviewed by RBass55
December 11, 2017

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Last updated: December 11, 2017
 
 

0 of 0 people found the following review helpful
Very fast paced. Amount of information almost overwhelming.
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4.0
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RBass55 Reviewed by RBass55
November 30, 2017

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Last updated: November 30, 2017
 
 

0 of 0 people found the following review helpful
I love Craig's philosophy and presentations. Excellent service for the advisor community
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5.0
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RBass55 Reviewed by RBass55
October 25, 2017

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Last updated: October 25, 2017
 
 

0 of 0 people found the following review helpful
Discussion of real income increase occurring in lower socioeconomic classes was very encouraging. Really enjoyed discussion about gold as poor investment choice. Appreciate Fritz's admission when his opinion is coming into play. Although I believe we can achieve higher growth, he does make sense to me about being realistic.
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5.0
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RBass55 Reviewed by RBass55
October 09, 2017

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Last updated: October 09, 2017
 
 

0 of 0 people found the following review helpful
Bob did a great job in capsuling a great deal of information into a very short time frame. Thanks to A4A for being on top of this topic. There is great interest in tax reform amongst our community.
Rating:
 
5.0
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RBass55 Reviewed by RBass55
September 27, 2017

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Last updated: September 27, 2017
 
 

0 of 0 people found the following review helpful
Loved it as usual. Look forward to it each month. It's another form of insurance for me.
Rating:
 
5.0
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RBass55 Reviewed by RBass55
September 11, 2017

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Last updated: September 11, 2017
 
 

0 of 0 people found the following review helpful
Excellent as usual. Fritz was very focused and concise today. One of his best presentations.
Rating:
 
5.0
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RBass55 Reviewed by RBass55
August 07, 2017

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Last updated: August 07, 2017
 
 

0 of 0 people found the following review helpful
Very intense material and seminar could do no more than introduce topics for later research and inquiry. Mr. Rothschild did a great job broadly covering the topics.
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5.0
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RBass55 Reviewed by RBass55
July 26, 2017

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Last updated: July 26, 2017
 
 

0 of 0 people found the following review helpful
Excellent webinar. A4A is truly doing great work through these webinars. If the organization could bring this type of education to the broader populace it would be performing an invaluable public service toward making our entire nation a much more stable financial environment.
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5.0
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RBass55 Reviewed by RBass55
July 19, 2017

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Last updated: July 19, 2017
 
 

0 of 0 people found the following review helpful
Keebler is outstanding as usual. Hour format is way too short for complexity of his topics. Might focus on one aspect of his general topic at a time.
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5.0
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RBass55 Reviewed by RBass55
July 18, 2017

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Last updated: July 18, 2017
 
 

0 of 0 people found the following review helpful
Thought it was excellent! Agree with others that Chuck Todd should be held accountable, don't report or interpret what you don't understand. BAM is a great partner for A4A. Great long term holistic philosophy in that firm. Enjoyed Carl Richards napkin philosophy during Fritz's presentation.
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5.0
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RBass55 Reviewed by RBass55
July 10, 2017

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Last updated: July 10, 2017
 
 

0 of 0 people found the following review helpful
Bob did a great job of presenting a number of very difficult concepts to make the most financially of one's retirement dollars. Excellent webinar. Looking forward to the NUA session.
Rating:
 
5.0
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RBass55 Reviewed by RBass55
June 21, 2017

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Last updated: June 21, 2017
 
 

0 of 0 people found the following review helpful
Admired Fritz's ability to remain calm and restart his presentation. Andy did a great job of covering. First time I have ever experienced such a glitch with A4A.
Rating:
 
5.0
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RBass55 Reviewed by RBass55
June 12, 2017

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Last updated: June 12, 2017
 
 

0 of 0 people found the following review helpful
Dr. Israelsen is an excellent teacher. Always enjoyable and informative. Very much agree with his approach.
Rating:
 
5.0
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RBass55 Reviewed by RBass55
May 24, 2017

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Last updated: May 24, 2017
 
 

0 of 0 people found the following review helpful
Outstanding, particularly enjoyed hearing Fritz's view on upcoming tax legislation and impact of growth on deficits.
Rating:
 
5.0
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RBass55 Reviewed by RBass55
May 08, 2017

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Last updated: May 08, 2017
 
 

0 of 0 people found the following review helpful
Could only stay for the first hour but Fritz was excellent. Was very curious to hear his presentation considering the media chatter about valuation bubbles in the market, etc.
Rating:
 
5.0
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RBass55 Reviewed by RBass55
October 13, 2016

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Last updated: October 13, 2016
 
 

0 of 0 people found the following review helpful
Very difficult material covered in cursory fashion. Biggest takeaway was need to get on phone with clients and start conversations immediately.
Rating:
 
4.0
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RBass55 Reviewed by RBass55
September 29, 2016

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Last updated: September 29, 2016
 
 

0 of 0 people found the following review helpful
Excellent! Often, the biggest hurdle to getting and keeping clients is communication. Not the put something in their hand every quarter but the communication in laymens' terms on investing, time frames, amounts, related impacts, etc. to the nonfinancial people. Great service being provided to advisors.
Rating:
 
5.0
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RBass55 Reviewed by RBass55
August 24, 2016

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Last updated: August 24, 2016
 
 

0 of 0 people found the following review helpful
Extremely informative and insightful, data driven, discussion. Craig Israelson is an outstanding presenter. Loved the comments in the Q&A about the "DFA thing" in regards to small cap value. Have a substantial portion of my portfolio in DFA, based on buy and hold and rebalancing methodology. I believe Mark is an active trader advocate.
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5.0
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RBass55 Reviewed by RBass55
June 29, 2016

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Last updated: June 29, 2016
 
 

0 of 0 people found the following review helpful
Very good as usual. I was a little trigger happy on one of the poll questions but very enjoyable. Bob Keebler is easy to listen to and learn from.
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5.0
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RBass55 Reviewed by RBass55
June 28, 2016

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Last updated: June 28, 2016
 
 

0 of 0 people found the following review helpful
Very good.
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5.0
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RBass55 Reviewed by RBass55
June 13, 2016

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Last updated: June 13, 2016
 
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