Reviews written by FamaFiduciary

376 results - showing 1 - 25  
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FamaFiduciaryFamaFiduciary   April 12, 2021
10
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Superb presentation again today by Fritz. Plenty of data and information to draw significant conclusions from with respect to the economy and the markets. Fritz continues to demonstrate a somewhat...

FamaFiduciaryFamaFiduciary   March 30, 2021
10
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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...

FamaFiduciaryFamaFiduciary   March 24, 2021
10
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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...

FamaFiduciaryFamaFiduciary   March 08, 2021
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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...

FamaFiduciaryFamaFiduciary   February 23, 2021
10
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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...

FamaFiduciaryFamaFiduciary   February 17, 2021
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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...

FamaFiduciaryFamaFiduciary   February 08, 2021
10
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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...

FamaFiduciaryFamaFiduciary   January 25, 2021
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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...

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
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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
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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
10
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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
9.0
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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
10
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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
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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
10
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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
10
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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...

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