Reviews written by FamaFiduciary

426 results - showing 1 - 25  
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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
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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...

FamaFiduciaryFamaFiduciary   December 15, 2021
10
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Today's topic was very timely and useful in terms of thinking outside the normal course of analysis when it comes to fixed income investing. As advisors, I believe many of...

FamaFiduciaryFamaFiduciary   December 14, 2021
10
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As Andy G. stated, today's presentation by Bob was superlative in many respects. It was probably something that Bob could have used 2 or 3 hours to delve into more...

FamaFiduciaryFamaFiduciary   December 12, 2021
10
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Enjoyed some of the new slides Fritz used today, and again reiterating the truth about PEG ratios, consumer sentiment and the importance of the inverted yield curve, all of which...

FamaFiduciaryFamaFiduciary   December 08, 2021
10
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Really wonderful and entertaining presentation which somehow (probably through humor) managed to keep my attention throughout. Although I am a novice user of Excel, and know virtually nothing, I was...

FamaFiduciaryFamaFiduciary   November 17, 2021
10
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Very in-depth and focused discussion on specific provisions of the law which permit tax advantages to real estate investors and the interplay between those laws and tax return filing and...

FamaFiduciaryFamaFiduciary   November 10, 2021
10
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Today was an interesting new twist on Craig's regular presentations and is illustrative of how important diversification (with a series of individual, separate funds) is in the context of maximizing...

FamaFiduciaryFamaFiduciary   November 08, 2021
10
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Thank you Fritz for another great summary and for all of the helpful information and excerpts from the Federal Reserve, WSJ and other sources. It is greatly appreciated by the...

FamaFiduciaryFamaFiduciary   October 20, 2021
10
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Thank you Bob for a super summary of a few of the continuing negotiations in Congress. Mostly everything sounds like they are laser-focused on closing every possible loophole that the...

FamaFiduciaryFamaFiduciary   October 11, 2021
10
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Enjoyed today's session very much. Fritz reviewed some of the regular data points and opined on several controversial topics, including transitory inflation (doesn't think it is) and PEG ratios (large...

426 results - showing 1 - 25  
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