Reviews written by FamaFiduciary

403 results - showing 1 - 25  
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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...

FamaFiduciaryFamaFiduciary   October 05, 2021
10
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Today's session was especially valuable by virtue of the case studies that were used. It would seem that most advisors have been faced with one or more of these situations--I...

FamaFiduciaryFamaFiduciary   September 28, 2021
10
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Rapid-fire summary of many of the prior sessions (as Dr. Murtha disclosed at the outset) so this was a valuable review of some of those principles which had been covered...

FamaFiduciaryFamaFiduciary   September 27, 2021
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Hmm.....well Cathy is only the messenger, not the bad guy. Very sobering when we recognize the vast power the SEC and state regulators have over our lives. My guess is...

FamaFiduciaryFamaFiduciary   September 22, 2021
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Another super presentation by Bob K. today. There was so much relevant information that it might be something to consider watching a second time. Also like the idea that Bob...

FamaFiduciaryFamaFiduciary   September 21, 2021
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Great discussion by Frank on the issue of couples counseling in the realm of finance, Much of what was presented was familiar in the sense of disconnects between spouses and...

FamaFiduciaryFamaFiduciary   September 20, 2021
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Great program by Craig today. Very interesting data and other information presented for use with clients. I visualize this being used not only with retirees, but even more so with...

FamaFiduciaryFamaFiduciary   September 14, 2021
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Frank once again offered some valuable anecdotal examples and illustrations of situations which most advisors have likely encountered but don't always know how to handle properly. There is a fine...

FamaFiduciaryFamaFiduciary   September 13, 2021
10
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Fritz did a nice job summarizing everything that is going on in today's markets and particularly in making sense of things in the simplest way for clients to understand. Fritz'...

FamaFiduciaryFamaFiduciary   August 31, 2021
10
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Dr. Murtha is building on the prior sessions to continue the learning process for A4A members and today's session was a deeper dive into the technical factors to be aware...

FamaFiduciaryFamaFiduciary   August 24, 2021
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Dr. Murtha did another masterful job today in enlightening the A4A audience on personality traits. A handful of anecdotal real-life examples from his own life was useful in applying some...

FamaFiduciaryFamaFiduciary   August 10, 2021
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Frank hit a home run today with his presentation. I particularly felt that the last section on the case study of the client who was afraid of equities in retirement,...

FamaFiduciaryFamaFiduciary   August 09, 2021
10
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Good presentation today, lots of review and further analysis of PEG ratios, etc. It was helpful to hear Fritz discuss his preferences for handling a "windfall" at this juncture in...

FamaFiduciaryFamaFiduciary   August 03, 2021
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After 4 sessions of Frank's program, it's apparent that each session should provide at least one or two takeaways for each participant to use directly with a particular client. At...

FamaFiduciaryFamaFiduciary   July 27, 2021
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Dr. Murtha offered some very intriguing and specific examples of techniques to be used in analyzing the client's thought processes when confronted with fear and anxiety. These tools appear to...

FamaFiduciaryFamaFiduciary   July 21, 2021
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Thanks Bob for the "refresher" course in legal terminology and information on trusts. Especially valuable today were the charts of states showing the most favorable for trust creation and administration,...

FamaFiduciaryFamaFiduciary   July 13, 2021
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There is no doubt that Frank's presentations are going to be of value to all of the A4A membership. Frank has a direct and incisive way of conveying the most...

FamaFiduciaryFamaFiduciary   July 12, 2021
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Good review today of PEG Ratios, valuations, and key strategists failure to accurately predict various stock categories as superior performers. It's important to review this material on a regular basis,...

FamaFiduciaryFamaFiduciary   June 23, 2021
10
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I had seen some video of Frank speaking before today's session and was so impressed at that time that today was a must-see for me. He delivered today and ...

FamaFiduciaryFamaFiduciary   June 16, 2021
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Bob really outdid himself today with one of the most thorough analyses of the new (or potentially new) tax regime in Washington. The detailed discussion of the reasons and mechanics...

FamaFiduciaryFamaFiduciary   June 07, 2021
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Nice job and fast thinking by Fritz and A. Gluck on the internet problem. The session was informative, as always, and also definitive in Fritz' assessment of the current market...

FamaFiduciaryFamaFiduciary   May 25, 2021
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Thank you for delving into a slightly different topic and for taking a different tack on international investing. A lot is written about active international outperforming index international, and some...

FamaFiduciaryFamaFiduciary   May 19, 2021
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Tremendous summary today by Bob, and numerous action steps that can/should be implemented over the coming weeks and months in anticipation of higher tax rates. There was some new and...

FamaFiduciaryFamaFiduciary   May 10, 2021
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Thanks, Fritz, for a tremendous presentation today--one of the best to date. The opening slides on the "fair share" tax issue was very illustrative of the dilemma we face today....

403 results - showing 1 - 25  
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