Reviews written by FamaFiduciary

Andy and Craig, thank you for your enthusiasm and energy in bringing this very timely and critical information to member advisers at A4A. You are providing a valuable service and...

Excellent presentation and persuasive arguments advanced by Craig as he consistently demonstrates. Identifies challenges for advisers in educating clients to understand the concept of diversification. Good takeaway- if you...

Good solid presentation once again, Fritz. Thank you. Very much appreciate your refutation of various points alleged to be true in the regular E.S. Browning articles in WSJ. This is...

Nice job today, Bob and Andy, despite technical delays at beginning. Bob's knowledge and expertise, and his ability to cite the correct resources, is quite valuable for financial advisers who...

As I've stated before in previous reviews of Chris Winn, he will put the fear of God in you as an RIA. Rightfully, he does admit that the SEC and...

Beautiful job Fritz. Thanks for the update(s) and for repeating certain items each month so that it all sinks in. Especially like the critique (good and bad) of leading industry...

Shehriyar did a webinar for A4A on March 6, which is now over 4 months ago, in which he stated unequivocally that the Fed would not raise rates until December...

Bob, wonderful presentation and great practical applications. In today's session, I particularly enjoyed (and benefited from) the real-life example of the Proctor & Gamble executive with company stock. I...

Wow, this was quite a solid presentation! Kathy is very polished and knowledgeable, an expert on the subject matter, and easy to listen to. Having a strategic plan in writing...

After now having listened to perhaps 3 or 4 of Robert's presentations on A4A, it is becoming apparent that this information is quite useful and probably bordering on mandatory for...

Today's webinar was particularly helpful at the very end, when Fritz went through the "Who's Who" of doom and gloom soothsayers, all of whom have been proven wrong again and...

Great overview and review of key concepts relating to tax planning for IRAs and Roths. Several original points Bob made included collaboration among the team of professionals for a client...

Very timely and simple explanation of Google Plus, including how to sign up, set up a business page, order and sequence of events to do so, various tips and suggestions,...

Today's presentation by Fritz was one of his best. Of particular note to anyone who is interested in hearing fresh new ideas are the following items Fritz discussed: 1) EF...

Good review of 7-12 concepts and good analytical study of the 55 different 35-year rolling periods to illustrate various rates of savings as compared with various rates of withdrawals. In...

Nice change of pace today with focus basically only on education funding, 529s and ESAs. Just enough coverage of tax consequences, advantages, etc. of each method. Practical ideas and advice,...

Great job Fritz. Thank you again for your dedication to exposing the impostors and telling the truth. Appreciate your persistence. Please keep up the excellent work.

A little over my head as I am not a technologically savvy sort of adviser. I'm more of a tax and estate planning type. That being said, this is obviously...

As Andy pointed out, this was difficult material to understand and follow. It was a bit esoteric in nature and most of it was above my head (even though I...

Thank you for the ongoing series of webinars on Office Exchange and other Microsoft products. This is useful information for anyone contemplating an upgrade to their basic Outlook program. More...

Thank you once again Fritz for a valuable review of the data and for calling out the pundits on CNBC and elsewhere. Please continue to keep up the good work....

Another 5-star performance by an A4A guest. Shehriyar asked what he could have done better, and I can honestly say that the answer is "nothing". His slides were succinct and...

Nice job once again, Bob. Thank you for your commitment (with Andy) to the adviser education series. I would (and do) recommend these webinars to any colleague (RIAs and independents)...

This was one of the best webinars that's been presented by A4A. Sheryl was clear and succinct throughout the presentation. She provided plenty of reasons for utilizing automated rebalancing and...

I recall that Bruce was on A4A for a prior webinar several years ago. I don't remember my review from the prior webcast, but I would say this is a...