Reviews written by FamaFiduciary

Thank you Fritz for the upbeat assessment of the upbeat projections going forward for both the stock market and the economy. It is reassuring to hear you affirm what might...

Super job. Continue to appreciate Bob's ability to inject practical application of some of these concepts. These offer good reminders of the nuts and bolts of what we're doing as...

Excellent job once again by Craig. Thank you!

Good introduction today refuting many of the more bearish forecasts. Again, it's nice that Fritz calls out people like Peter Schiff and Bill Gross, who for some reason the press...

Nice job today, Chris. Thanks for the latest up-to-date info on cybersecurity risks as well as SEC exam focus. Today's webinar served as a good review of the latest compliance...

Thank you, Craig for another great presentation and for the continual reminders of how to approach the topic of rebalancing (and diversification) with clients who are focused primarily on the...

Simple, but excellent, presentation today on the business backdrop under the new administration and Congressional control by Republicans. Also a good refresher course on basic principles of business ownership, entity...

Fritz did his usual good job on covering the current economic landscape. Please continue to point out WSJ articles which are misleading and other citations to various articles which make...

Today's presentation was a good refresher. I particularly feel that advisors might benefit from Craig's review of the 12X Final Income exercise in several of the earlier slides which illustrates...

What I really like about Bob's presentations, particularly in the past year or more, is that he clearly applies the materials he's teaching to the practical application of practicing financial...

First off, Fritz has never been political in his presentations. He is what I might consider apolitical or non-political, whichever you prefer. My observation after hearing Fritz present to A4A...

Interesting but very technical topic related to tax and estate planning. Good overview although perhaps better understood by CPAs and tax attorneys than the average investment adviser. Most important takeaway...

Craig deserves an A+ grade for today's webinar. His methodical, disciplined approach to the topic affords webinar attendees a great opportunity to understand the inner workings of diversification, rebalancing and...

Superb discussion at the outset on the intricacies of the bond market and how the Fed rates relate to bond yields. This is something different from Fritz and was greatly...

Bob has repeated a few things over the past many months which bear repeating and which are valuable pointers for advisors. One of the most important to me (and one...

Excellent seminar today by Craig. Solid demonstration of how to convey a basic understanding of asset allocation and diversification principles to the uninitiated or novice investor. Great delivery by Craig...

Fritz and Andy, thank you for another great presentation today. I particularly liked the gold versus S & P chart which Fritz discussed further at the end of the presentation....

Great stuff today Craig- thank you. Appreciate some of the practical points and tips on differences between risk and volatility. Also a very good suggestion to ask clients when we...

Super presentation and as Andy said, a little more advanced than normal. Important, however, for anyone calling themselves a wealth manager to at least know some of the basics, and...

Fritz, thank you for this and also for the Brexit special session which was also enlightening. The A4A audience appreciates your dedication to the cause. It's always interesting when you...

Thank you again Fritz for calling out the Barron's Outlook 2016 at the very end of today's webinar wherein you demonstrated the time one can waste following the so-called experts....

Craig, thank you for the continued education on diversification and for highlighting the need for awareness on the part of advisors to diversify in order to do the best work...

Great job as always, Bob. Super overview of the estate and trusts area for sure. Somewhat elementary for RIAs with strong tax and legal backgrounds, but valuable as a quick...

Chris and his colleague did a nice job today of outlining the issues raised by DOL rules. It was nice that they didn't use scare tactics to frighten everyone on...

Some of the material presented is already out in the advisory community quite broadly, so this was more of a review of Bergen, Pfau and Kitces studies and views. I...