Reviews written by FamaFiduciary

359 results - showing 1 - 25  
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FamaFiduciaryFamaFiduciary   October 21, 2020
Rating 
 
 
10.0

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
Rating 
 
 
9.0

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
Rating 
 
 
10.0

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
Rating 
 
 
10.0

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
Rating 
 
 
10.0

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
Rating 
 
 
9.0

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
Rating 
 
 
10.0

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
Rating 
 
 
10.0

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
Rating 
 
 
10.0

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
Rating 
 
 
10.0

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
Rating 
 
 
10.0

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
Rating 
 
 
10.0

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
Rating 
 
 
10.0

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
Rating 
 
 
10.0

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
Rating 
 
 
10.0

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
Rating 
 
 
10.0

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...

FamaFiduciaryFamaFiduciary   July 08, 2020
Rating 
 
 
10.0

As Andy said, this was packed with great information and strategies on Roth conversions as well as a view of both the CARES act and the SECURE act which dovetailed...

FamaFiduciaryFamaFiduciary   June 24, 2020
Rating 
 
 
10.0

Thank you for another great webinar and an excellent review of the RMDs and rolling periods. It is always helpful to be able to communicate with clients that they are...

FamaFiduciaryFamaFiduciary   June 08, 2020
Rating 
 
 
10.0

In my opinion, it took a great deal of courage for Fritz to remain calm and poised during the worst of the virus scare (primarily in late March and early...

FamaFiduciaryFamaFiduciary   June 03, 2020
Rating 
 
 
10.0

Thank you, Bob, for a great "workshop-style" webinar today. The presentation covered all of the major points of the PPP changes (all very important) and this is useful information for...

FamaFiduciaryFamaFiduciary   May 27, 2020
Rating 
 
 
10.0

This presentation today was a tremendous help in understanding the historical sequence of returns risks as well as demonstrating to clients why saving $$ early on in their careers is...

FamaFiduciaryFamaFiduciary   May 20, 2020
Rating 
 
 
10.0

Thank you again, Bob, for a fantastic overview of the new tax relief on the topic of IRAs, etc. I agree that CARES has taken over the SECURE Act to...

FamaFiduciaryFamaFiduciary   May 11, 2020
Rating 
 
 
10.0

Excellent summary today, Fritz. At the risk of repeating the obvious, it is very important for A4A members to be exposed to facts and data about the markets, and not...

FamaFiduciaryFamaFiduciary   April 29, 2020
Rating 
 
 
10.0

Thank you Craig for your continuing interest in data-driven discovery of patterns of asset allocation modeling and return sequences. Your work has been very valuable throughout the course of your...

FamaFiduciaryFamaFiduciary   April 13, 2020
Rating 
 
 
10.0

Today was a nice overview of some of the points that Fritz discussed in the last webinar, as well as updates to the data. The explanation of the earnings projections...

359 results - showing 1 - 25  
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