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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....
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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...
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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...
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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...
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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...
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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....
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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....
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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...
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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)...
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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...
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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...
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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...