Reviews written by FamaFiduciary

436 results - showing 1 - 25  
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FamaFiduciaryFamaFiduciary   September 13, 2022
10
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Today was another great academic demonstration by Craig. I like the empirical evidence presented in Craig's webinars whereby he shows how certain things that might be considered common knowledge are...

FamaFiduciaryFamaFiduciary   September 12, 2022
10
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Thank you Fritz for today's informational webinar. Very much appreciated was the analytical examination of the 3 factors which are currently concerning to Fritz in terms of the markets. Those...

FamaFiduciaryFamaFiduciary   August 17, 2022
10
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FamaFiduciaryFamaFiduciary   August 17, 2022
10
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As Andy alluded to, today's presentation by Bob was superb. Although perhaps a bit advanced for some attendees, if you've listened to Bob long enough, some of this has begun...

FamaFiduciaryFamaFiduciary   August 10, 2022
10
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FamaFiduciaryFamaFiduciary   August 08, 2022
10
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Thank you Fritz for a solid update of your views. The two negative factors you cited, one being the decline in the LEI and the other the Fed raising rates...

FamaFiduciaryFamaFiduciary   August 02, 2022
10
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This was a great webinar with valuable information on standard deviation and its relationship to expected returns. Craig offered a template for how to speak with clients about expected returns...

FamaFiduciaryFamaFiduciary   July 20, 2022
10
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Excellent review of IRA distributions after death. Particularly helpful was slide 50, which illustrated the matrix of various scenarios depending on whether the decedent passed before the RBD versus...

FamaFiduciaryFamaFiduciary   July 11, 2022
10
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Another useful and timely presentation from Fritz. Many references to WSJ articles are helpful in getting a point across. Fritz refrains from making predictions but carefully lays out evidence for...

FamaFiduciaryFamaFiduciary   June 22, 2022
10
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Tremendously helpful program as an overview of IRA distributions and rules. Please note that the contribution limits table midway through the presentation contained dated (old) values and should be corrected....

FamaFiduciaryFamaFiduciary   May 09, 2022
10
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Thank you for recruiting such a prominent estate planning attorney for A4A classes! Although the general overview class was just that (a general overview) there were still various tidbits of...

FamaFiduciaryFamaFiduciary   May 02, 2022
10
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Thank you Fritz for another engaging webinar presentation on the current economy. The A4A community of advisors certainly appreciates the time you devote to educating us on a monthly basis,...

FamaFiduciaryFamaFiduciary   April 26, 2022
10
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Super presentation today. Many talking points to be used with clients who are skeptical of not running out of money, particularly those with high balances. I very much liked the...

FamaFiduciaryFamaFiduciary   April 13, 2022
10
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Today's presentation on Roth conversions was very thorough and definitely useful information to most RIA and tax practices. Bob does a nice job of covering a variety of aspects of...

FamaFiduciaryFamaFiduciary   March 30, 2022
10
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Today was another great webinar put on by Craig using his proprietary software program, which is continually being improved to add more bells and whistles. I've found that the spreadsheet...

FamaFiduciaryFamaFiduciary   March 28, 2022
10
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Today's webinar presented some new and different information than the typical A4A webinar in that the discussion revolved around advantages of LTC policies coupled with life insurance, annuities and standalone...

FamaFiduciaryFamaFiduciary   March 21, 2022
5.0
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Pretty dry topic on LTC and probably of most interest to those in the throes of offering LTC insurance to clients. May not apply to most advisors who are not...

FamaFiduciaryFamaFiduciary   March 16, 2022
10
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Excellent summary of variety of tax and financial planning tools and strategies for advisors. I appreciate Bob spending so much time on the concept of using life insurance and Roth...

FamaFiduciaryFamaFiduciary   March 07, 2022
10
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Great presentation today again Fritz. Thank you for the various reminders of the equity risk premium of stocks and TINA. Also appreciate quotes from Barron's and WSJ, charts from Yardeni,...

FamaFiduciaryFamaFiduciary   February 23, 2022
10
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Thank you Craig for another great presentation. Seeing the differences between some of the actively managed funds that you presented with respect to risk and reward (via standard deviation as...

FamaFiduciaryFamaFiduciary   February 16, 2022
10
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Thank you Bob for clarifying an area of financial advising that is not usually front and center of everyday discussions. It was important to recognize (which you pointed out) that...

FamaFiduciaryFamaFiduciary   February 14, 2022
10
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Another great summary presented today by Fritz, as a follow up to his special session from several weeks ago. It's important that we continue to get updated data from Fritz...

FamaFiduciaryFamaFiduciary   January 27, 2022
10
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Thank you Fritz for a solid update and for doing the special sessions on panic protection in volatile times as we're now experiencing. I think it is reassuring to the...

FamaFiduciaryFamaFiduciary   January 12, 2022
10
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Wow, today's presentation was a real gem. Bob managed to cover a lot of ground in a short time, much of it was review, but repetition allows some of this...

FamaFiduciaryFamaFiduciary   January 10, 2022
10
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Excellent presentation today (again) from Fritz. I appreciate the way he focuses on data as opposed to talking heads in the media. Also, the emphasis on PEG ratios is always...

436 results - showing 1 - 25  
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