Reviews written by FamaFiduciary

311 results - showing 1 - 25  
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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....

FamaFiduciaryFamaFiduciary   March 11, 2019
Rating 
 
5.0

Fritz, thank you for your generally optimistic viewpoint but more importantly for your data-driven, relatively unemotional presentation of the facts. We are living in a state of uncertainty at the...

FamaFiduciaryFamaFiduciary   February 27, 2019
Rating 
 
5.0

Tremendously useful and practical analysis of the rolling 35 year period concept and likelihood of success at various levels of withdrawal rates. I have always been a fan of Craig's...

FamaFiduciaryFamaFiduciary   February 20, 2019
Rating 
 
5.0

Thank you Bob for your continued focus on the new tax changes. I believe that indeed opportunity zones (and the new law) present a dilemma in that there will be...

FamaFiduciaryFamaFiduciary   February 11, 2019
Rating 
 
5.0

Despite the "controversy" in today's webinar, it was certainly an interesting experience. The unexpected transgression into the controversial topic of non-US stocks was a bit unexpected. After all, for 10...

FamaFiduciaryFamaFiduciary   January 30, 2019
Rating 
 
5.0

Craig provided some valuable overviews of the impact of reducing advisory fees in conjunction with reducing expense ratios on mutual funds/ETFs which is very helpful in understand how to save...

FamaFiduciaryFamaFiduciary   January 21, 2019
Rating 
 
5.0

Thanks Bob for another excellent webinar on forward-looking tax planning strategies for financial advisers going into 2019, Particularly excellent was the concept of calculating the delta on the interplay between...

FamaFiduciaryFamaFiduciary   January 14, 2019
Rating 
 
5.0

Tremendous job today, Fritz. Although some attendees were perplexed by Fritz' apparent contradictions on making predictions, I don't believe he was doing that at all. In fact, he was right...

FamaFiduciaryFamaFiduciary   December 19, 2018
Rating 
 
5.0

Craig thank you for continuing to emphasize the importance of diversification and the idea of rebalancing which sometimes results in a contrarian style of investing. Your illustrations, charts and graphs...

FamaFiduciaryFamaFiduciary   December 12, 2018
Rating 
 
5.0

Thank you, Bob, for the excellent presentation today on the Roth advanced planning. The review of the basics, plus additional new points not discussed in previous webinars, lends itself to...

311 results - showing 1 - 25  
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