Reviews written by wildes@a4a

Useful insights into the estate planning process.

Thank you Fritz and Andy for this extra session - very timely. Fritz's long career gives us valuable perspective on the current environment. Have a great weekend.

Craig was on his game, as usual. I suggest in a future webinar that Craig compare results (return and standard deviation) using various rebalancing time intervals, e.g. quarterly, semi-annual, annual...

I most appreciate that Fritz is emphasizing inflation in his webinars. I like the new supply chain slide and would like more analysis and reporting on this topic since it...

FM is more credible than J. Powell on inflation.

I have referred new members to A4A on the strength of Fritz, Bob and Craig's presentations, and it feels good to spread the good word about A4A and all the...

How to I buy Craig's spreadsheets? Please reply to Bill Desormeau at wdesorme@hanys.org Thank you.

These webinars should be required viewing for members of Congress.

Breadth of Fritz's knowledge is impressive.

Great that Bob had so much detail on the brand new legislation.

I find his views reasonable.

I am not a practicing advisor for individuals. However, I may become one when I retire from my institutional position. I like Craig's approach and the spreadsheets. I use the...