Reviews written by FamaFiduciary

348 results - showing 1 - 25  
« »  
 
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...

FamaFiduciaryFamaFiduciary   April 01, 2020
Rating 
 
 
10.0

Thank you once again Bob for a fantastic presentation on the confusing and complex details of the PPP program. On top of the virus, and the stock market crash, this...

FamaFiduciaryFamaFiduciary   March 25, 2020
Rating 
 
 
10.0

Craig, continued thanks for all that you do for the A4A community. You are correct that, like you, advisers should consider themselves to be teachers. Some students are not cooperative...

FamaFiduciaryFamaFiduciary   March 11, 2020
Rating 
 
 
10.0

Bob, thank you for some of the valuable tips today, including the micro Roth conversion idea, given the huge drop in one's IRA, this is a perfect time to carve...

FamaFiduciaryFamaFiduciary   February 19, 2020
Rating 
 
 
10.0

Thank you Bob for another solid webinar and also for focusing solely on the Roth conversion issue today. It certainly helps greatly to devote the dedicated time and energy to...

FamaFiduciaryFamaFiduciary   February 19, 2020
Rating 
 
 
10.0

Craig, thank you for a great webinar today. As Andrew said, this was a special presentation. It seems that more fine-tuning of the spreadsheet is yielding very beneficial results for...

FamaFiduciaryFamaFiduciary   February 12, 2020
Rating 
 
 
10.0

Thank you Bob for another solid webinar and also for focusing solely on the Roth conversion issue today. It certainly helps greatly to devote the dedicated time and energy to...

FamaFiduciaryFamaFiduciary   February 10, 2020
Rating 
 
 
8.0

Thank you for a one-time and different perspective on economic technical analysis. The explanations were concise and straightforward, however some of the graphs and charts were more technical than I...

FamaFiduciaryFamaFiduciary   February 10, 2020
Rating 
 
 
10.0

Fritz thank you for the low key summary of economics. Nothing earth shattering, as you stated but everything remains relatively optimistic, and most importantly, than optimism is supported by the...

FamaFiduciaryFamaFiduciary   January 29, 2020
Rating 
 
 
10.0

Thank you again for continuing to educate the A4A community on the wisdom and overall benefits of diversification. It is important for advisors to demonstrate the discipline to incorporate this...

FamaFiduciaryFamaFiduciary   January 28, 2020
Rating 
 
 
10.0

Tremendous coverage of all of the pertinent options for addressing problem with the elimination of the Stretch IRA via charitable trusts. Somewhat advanced analysis unless you are a CPA, tax...

FamaFiduciaryFamaFiduciary   January 22, 2020
Rating 
 
 
8.0

Thank you for a one-time and different perspective on economic technical analysis. The explanations were concise and straightforward, however some of the graphs and charts were more technical than I...

348 results - showing 1 - 25  
« »