Reviews written by FamaFiduciary

320 results - showing 1 - 25  
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FamaFiduciaryFamaFiduciary   December 04, 2019
Rating 
 
5.0

Thanks Bob for another good overview of 2020 tax planning and for repeating some of the more important points that you've covered in past sessions. No worries on the Secure...

FamaFiduciaryFamaFiduciary   November 20, 2019
Rating 
 
5.0

Thanks Bob for a great primer on the advantages of Roth conversions going forward. With the Secure Act remaining in limbo for the time being, it is tricky to be...

FamaFiduciaryFamaFiduciary   November 18, 2019
Rating 
 
5.0

Thank you, Craig, for all of your continuing work and dedication to the A4A community. Thank you also for updating your Excel spreadsheet on a regular basis as it has...

FamaFiduciaryFamaFiduciary   November 11, 2019
Rating 
 
5.0

Thank you Fritz for this webinar plus all the interim updates and short summaries with questions and answers from A4A membership. We all appreciate your candid approach and telling it...

FamaFiduciaryFamaFiduciary   October 16, 2019
Rating 
 
5.0

Bob, thanks for offering to put on a webinar updating the SECURE ACT. That is obviously going to be a critically important law for virtually all high net worth clients...

FamaFiduciaryFamaFiduciary   October 07, 2019
Rating 
 
5.0

Thanks Fritz for today's webinar. The idea of answering questions at the beginning of the webinar (taken from previous presentations) is a good one and it helps answer some of...

FamaFiduciaryFamaFiduciary   September 23, 2019
Rating 
 
5.0

Nice job again today Bob on the follow up of the August webinar on trusts. Appreciate the review and the reminders on a few key items, such as professional liability...

FamaFiduciaryFamaFiduciary   September 09, 2019
Rating 
 
5.0

Fritz, thank you for "zeroing in" on the data as you always do, as now, more than ever, this is an important exercise, given the alarming headlines perpetrated by the...

FamaFiduciaryFamaFiduciary   August 28, 2019
Rating 
 
5.0

Thanks once again Craig for the super presentation and data analysis. I agree that the engineering clients will like the correlation discussion very much. I have several of those types...

FamaFiduciaryFamaFiduciary   August 12, 2019
Rating 
 
5.0

I liked the idea of today's introduction in which Fritz took 3 questions which had been submitted prior to the webinar and delved into those 3 topics, all of which...

FamaFiduciaryFamaFiduciary   July 24, 2019
Rating 
 
5.0

Bob, thanks for keeping all of us on our toes with the technical explanations and illustrations regarding taxation of trusts and estates. You correctly point out that much of this...

FamaFiduciaryFamaFiduciary   July 10, 2019
Rating 
 
5.0

Craig, nice job today on the managed payout fund analysis! As I mentioned in my question, I think the jury is still out on the real value of these funds...

FamaFiduciaryFamaFiduciary   July 08, 2019
Rating 
 
5.0

Fritz thank you for once again reiterating all of the data points which are conveniently ignored by the media and "talking heads" on Wall Street and elsewhere, and also for...

FamaFiduciaryFamaFiduciary   June 12, 2019
Rating 
 
5.0

This was a different format than typical webinars and certainly provided a break from the regular discussions pertaining to asset allocation modeling, investment advice, etc. but was also valuable as...

FamaFiduciaryFamaFiduciary   June 10, 2019
Rating 
 
5.0

Thanks for focusing so acutely on the yield curve inversion Fritz and for helping us all understand the true implications. Your comments on how to present volatility to clients (towards...

FamaFiduciaryFamaFiduciary   May 29, 2019
Rating 
 
5.0

Fritz, tremendous job today with everything! Thank you for your obvious dedication to the A4A community and those of us who value the best advice and analysis out there. I...

FamaFiduciaryFamaFiduciary   May 22, 2019
Rating 
 
5.0

Not sure how to thank Bob (and Andy) enough for jumping on this before virtually anyone else did (the elimination of the stretch IRA). I believe that having another dedicated...

FamaFiduciaryFamaFiduciary   May 20, 2019
Rating 
 
5.0

Craig is providing a truly important service with the spreadsheet showing the various scenarios for accumulation and retirement. The fact that the spreadsheet is NOT a forecasting tool, and further...

FamaFiduciaryFamaFiduciary   May 13, 2019
Rating 
 
5.0

This was an excellent presentation today by Fritz, particularly with respect to the truth about the China tariffs. Andy also chatted out an article from Market Watch written today by...

FamaFiduciaryFamaFiduciary   April 30, 2019
Rating 
 
5.0

Thank you for the quick overview of life settlements and for trying to make it understandable for those of us who are very inexperienced when it comes to life insurance....

FamaFiduciaryFamaFiduciary   April 24, 2019
Rating 
 
5.0

Thank you Craig for reminding us why broad diversification (as opposed to single country exposure) is the right way to invest. As intriguing as it is to see frontier countries...

FamaFiduciaryFamaFiduciary   April 10, 2019
Rating 
 
5.0

This was a solid introduction to the legal principles of trusts and estates. It is particularly useful to non-lawyers. Bob is a great teacher and makes difficult concepts easy to...

FamaFiduciaryFamaFiduciary   April 08, 2019
Rating 
 
5.0

I've been listening to Fritz' presentations for as long as he's been giving them on A4A, not sure how many years that is, but a long time. Today I reflected...

FamaFiduciaryFamaFiduciary   March 27, 2019
Rating 
 
5.0

Thanks Craig for more enlightenment on the differences between the performance of various indexes in the identical asset class. This is something that I was frankly not aware of, so...

FamaFiduciaryFamaFiduciary   March 20, 2019
Rating 
 
5.0

Bob thank you for the systematic and methodical delivery of this valuable information. You're able to make a relatively dry subject interesting by presenting in the manner that you do....

320 results - showing 1 - 25  
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