Reviews written by FamaFiduciary

368 results - showing 1 - 25  
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FamaFiduciaryFamaFiduciary   January 20, 2021
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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...

FamaFiduciaryFamaFiduciary   January 12, 2021
10
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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...

FamaFiduciaryFamaFiduciary   January 11, 2021
10
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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...

FamaFiduciaryFamaFiduciary   December 22, 2020
10
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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...

FamaFiduciaryFamaFiduciary   December 15, 2020
10
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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...

FamaFiduciaryFamaFiduciary   November 18, 2020
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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...

FamaFiduciaryFamaFiduciary   November 16, 2020
10
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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...

FamaFiduciaryFamaFiduciary   November 11, 2020
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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...

FamaFiduciaryFamaFiduciary   November 09, 2020
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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...

FamaFiduciaryFamaFiduciary   October 21, 2020
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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...

FamaFiduciaryFamaFiduciary   October 13, 2020
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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...

FamaFiduciaryFamaFiduciary   October 12, 2020
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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...

FamaFiduciaryFamaFiduciary   October 07, 2020
10
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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...

FamaFiduciaryFamaFiduciary   September 23, 2020
10
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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...

FamaFiduciaryFamaFiduciary   September 14, 2020
9.0
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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 ...

FamaFiduciaryFamaFiduciary   September 09, 2020
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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...

FamaFiduciaryFamaFiduciary   September 07, 2020
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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...

FamaFiduciaryFamaFiduciary   August 26, 2020
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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...

FamaFiduciaryFamaFiduciary   August 23, 2020
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Other than the technical glitch, it is always a pleasure to listen to Gideon Rothschild, whether here at A4A or other CE sources, including Heckerling Estate Planning Institute and others....

FamaFiduciaryFamaFiduciary   August 10, 2020
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Fritz did a nice job summarizing the current economic environment, including earnings on stocks, historical comparisons and references. A few articles cited, including Ed Finn of Barron's were helpful in...

FamaFiduciaryFamaFiduciary   August 05, 2020
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Thanks Bob for another great presentation. I'm sure A4A membership appreciates the review of the SECURE ACT issues, as well as the CARES Act details, which are still taking shape...

FamaFiduciaryFamaFiduciary   August 03, 2020
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Very interesting topic, and timely as well. I did take the assessment myself a month or two ago, and it was certainly enlightening. It told me things that I wasn't...

FamaFiduciaryFamaFiduciary   July 29, 2020
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It was actually helpful in that Gideon used only one slide, a new record for sure. This allowed a much deeper dive into the topics of interest that were being...

FamaFiduciaryFamaFiduciary   July 27, 2020
10
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Excellent overall presentation and valuable and effective slides were presented. It is apparent that the speaker is well-versed on the topics presented, which can become complex. Her reference to compliance...

FamaFiduciaryFamaFiduciary   July 13, 2020
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Great job today Fritz, and we appreciate your discussion of both Modern Monetary Theory and refresher on Modern Portfolio Theory. The book review by Ed Yardeni is an excellent resource...

368 results - showing 1 - 25  
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