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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...
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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...
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Excellent job once again by Craig. Thank you!
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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....
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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...
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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...
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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...
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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....
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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...
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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...
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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...
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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...