Reviews written by FamaFiduciary

Nice job today Fritz. Continue to appreciate the WSJ clippings and articles from Barron's being woven into the presentation as illustrative of your positions. Also like the emphasis lately on...

Good overview with additional practical pointers on how to advise clients. Real-life examples and illustrations are useful. Appreciate the fact that Bob takes time to explain various exceptions to the...

Thank you to Craig for continuously stressing the difficulty of predicting which asset classes will do well each year. We all have a tendency to think we can do this,...

Excellent presentation once again. Appreciate the review of older material and also introduction of new material, as mentioned by Andy. The question about fiduciary duty did seem to open...

Interesting discussion and good vehicle for raising awareness of some of these issues. Slight tilt at times towards marketing the presenter's company (including short video) but the same is true...

Fritz, thank you for another great presentation. Hope you feel better soon, and we all appreciate you making the commitment every month to do this webinar, in sickness and in...

A bit on the technical side and seemed likely to be more suited for larger firms expecting a stream of chat traffic over time. Some brief technical glitches with...

Bob once again demonstrated his total command of the interplay between taxation and financial planning. In addition, Bob's delivery of information and concepts to attendees is always smooth and completely...

It's always enjoyable to listen to Craig speak about the benefits of diversification and the 7/12 portfolio. The first half of the presentation was very academically-oriented and a bit dry....

This was a great idea and definitely timely in many respects. Andy hit the nail on the head when he said that the aggregated responses to the polls is a...

One of the best features of Fritz' presentations are the analysis and refutation (not sure that's a word) of the WSJ and other articles which often as well as calling...

I have listened to Bob's presentations so many times that I've lost count, however, each time I learn something new (and usually exciting too). Today's presentation was thorough, but rapid-fire,...

Very informative and engaging presentation by a person who obviously demonstrated great knowledge and experience in the markets. Although I did not necessarily agree with all of his short-term prognostications,...

Thank you for the valuable service that A4A provides each week. Please continue to keep up the good work.

The presentation was helpful in understanding some of the ins and outs of the military lifestyle as it relates to investing, saving and retirement. There were several items that I...

Great presentation today Fritz. Thank you (again) for continuing to keep up our spirits and to assist in ignoring the naysayers. Specifically, thank you for calling out the so-called strategists....

Each time Shehriyar speaks to the A4A community, something valuable is taken from it. As Andy said, he is very easy to listen to, calm and measured in his presentation,...

I am not a CPA but still enjoyed Bob's presentation today. In fact, it was useful in that it outlined what the "competition" might be doing, as they're able to...

All fives once again for Fritz' presentation. Suggestion: Fritz' analysis (and refutation) of WSJ articles and other supposedly scholarly financial publications is most informative and also most useful for client...

Well, that was interesting! Quite a change from Bob Keebler, to be sure. Very entertaining, and especially so for those interesting in lifestyles of the rich and famous. I don't...

Thank you Fritz for your continued focus on the facts and the data as opposed to the media noise. It is particularly of interest (and useful) to know about the...

As Andy said, some of the slides Criag presented today were very clear in illustrating the concept of diversification over many asset classes. Craig hit the nail on the head...

Thank you for letting the A4A audience hear the robo advisor side of the story on the direction in which the industry is clearly going. Although it seems that the...

Bob, thank you for the subtle--and also not-so-subtle--practice management tips each month as pertains to tax advice, tax planning and the advisor's role vis a vis the client's other professionals....