Reviews written by FamaFiduciary

Craig has put a lot of work into his rolling 25-year period research and it shows during some of these webinars, so thank you for that. It may be a...

Very good overview of breaking news in the tax arena. There is a huge amount of information to try and digest given the Congress' drive to make wholesale changes in...

Great presentation today Fritz. Please continue to stress the concepts of the equity risk premium, the PEG ratio analysis (which no one else discusses) and the bond market murmurs. Citing...

Thank you, Craig for another great analysis of the spreadsheet's ability to show various methods of portfolio draw downs and the variety of methods in which a retiree can take...

Wow, today Bob hit a home run with his presentation. He covered all the bases nicely, and there was more new material than usual. Some of the "big picture" comments...

Thank you Fritz for today's presentation. Specifically, reviewing of the PEG ratios, as well as the long term correlation between 10 year bond yield and PE ratio and other related...

Nice job once again today, Craig. The historical record of the 7-12 portfolio is very compelling, particularly when weighted against the risk and reward balance in a portfolio. It is...

It's apparent that Bob and other CPAs and tax planning professionals are about to become very busy devising ways to get around some of the more onerous provisions about to...

Cathy did a very fine job of answering all the questions posed at the end. And she did so without much hesitation which indicates that she has a solid grasp...

Great webinar (again) today with Fritz' outlook on Wall Street predictions, and cutting to the core or essence of the issues. Once again, much of what Fritz has said in...

Thank you Bob for a great summary and for distilling down the complexities of the 5,553 page bill. It does seem amusing how all the fighting and bickering in Washington...

Great presentation today particularly in an academic sense to understand sequence of returns as well as benefits of diversification even within the same asset class. I personally agree with Craig...

Thanks, Craig, for another informative study and analysis of both your spreadsheet and the rolling year periods. We are all now getting the hang of operating within the spreadsheet, which...

For a first-time presenter, Glen was quite effective in almost every way. He spoke clearly and concisely, with emphasis on the right subject matter and topics. He hit on the...

Unfortunately, there were a lot of technical difficulties today with Go to Webinar and their platform. Otherwise, the topic Bob presented was incredibly timely, very critical to tax planning for...

Great job today Fritz! The discussion of PEG ratios is once again very fascinating. No one else thinks of the FAANG stocks in this manner. It seems emotions and a...

Good review of the spreadsheet that Craig has created. Please keep up the great work on this topic. It is very useful for young people to see that if they...

Thank you. Despite the repetitive nature of anyone presenting these compliance webinars, it remains unclear as to whether all advisors are actually taking appropriate cautions to stay compliant. It's doubtful...

As Mr. Gluck exclaimed at the conclusion of Fritz' presentation today, "wow" is a good way to describe the quality of this webinar. Fritz reminded us (yet again) of the...

Excellent overview of a variety of tax topics which are going to be coming to the forefront potentially soon. Reviewing the elimination of the step up in basis, along with...

Today's presentation ultimately turned out to be a very worthwhile analysis of the differences between VOO (straight S & P 500 ETF) and equal-weighted, versus cap-weighting portfolios to be compared...

This is an important topic to advisors more so now than ever before. I liked their emphasis on listening to the client, and not talking about yourself. This software ...

One of my A4A colleagues sent me an email during the presentation today in which they remarked that this may have been the most informative and knowledge filled webinar that...

Thank you for focusing today's webinar on the PEG ratio and the comparisons and contrasts of 2000 Tech Bubble vs. the present situation. They are obviously different, and your presentation...

Craig, thank you for continuing to regularly remind A4A membership of the importance of fees and expense ratios when it comes to overall lifetime returns on investment. Also appreciate the...