Reviews written by FamaFiduciary

446 results - showing 1 - 25  
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FamaFiduciaryFamaFiduciary   January 18, 2023
10
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Thank you Bob for an excellent overview of the SECURE 2.0 provisions. While many of these have been glossed over in other various industry publications, Bob has gone into adequate...

FamaFiduciaryFamaFiduciary   January 09, 2023
10
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Fritz has an optimistic viewpoint on the current bear market and ultimate recovery and draws on various other experts such as Ed Yardeni and others to make the case that...

FamaFiduciaryFamaFiduciary   December 18, 2022
10
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I appreciate Frank's focus on the emotional components of investing and on the case study approach by which he examines the language used by clients and then our response, as...

FamaFiduciaryFamaFiduciary   December 05, 2022
10
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Good mix of analyses of bond funds vs. hybrid bond/stock (allocation) funds, as well as another quick review of Craig's spreadsheet, which I believe is a very enlightening tool and...

FamaFiduciaryFamaFiduciary   November 16, 2022
10
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Thank you Bob for another great presentation. The basic material at the beginning of the webinar was very helpful and practical. As the webinar progressed, more complex topics were introduced...

FamaFiduciaryFamaFiduciary   November 15, 2022
10
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Excellent presentation today on the history of bonds and bond returns vs. standard deviation. The attendees probably learned some new information about bonds, and I was still a bit surprised...

FamaFiduciaryFamaFiduciary   November 08, 2022
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Thank you for another good review of techniques for handling client fears and working through bear markets. Some materials, though repeated from prior presentations by Frank, are useful as continuing...

FamaFiduciaryFamaFiduciary   November 07, 2022
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Thank you Fritz for a thorough examination of the positives and negatives of the current market, including Ed Yardeni's thoughts on lower odds of recession. The fact that Fritz examines...

FamaFiduciaryFamaFiduciary   October 11, 2022
10
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The conversation on correlation and the multi-asset portfolio generally is very useful when explaining to clients how the S&P 500 index, by itself, is not indicative of performance of a...

FamaFiduciaryFamaFiduciary   September 21, 2022
10
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Thank you Bob for a great review and overview of the 2022 rules and Roth conversions. The slides are helpful and understandable because we've seen them presented before and eventually...

FamaFiduciaryFamaFiduciary   September 13, 2022
10
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Today was another great academic demonstration by Craig. I like the empirical evidence presented in Craig's webinars whereby he shows how certain things that might be considered common knowledge are...

FamaFiduciaryFamaFiduciary   September 12, 2022
10
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Thank you Fritz for today's informational webinar. Very much appreciated was the analytical examination of the 3 factors which are currently concerning to Fritz in terms of the markets. Those...

FamaFiduciaryFamaFiduciary   August 17, 2022
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FamaFiduciaryFamaFiduciary   August 17, 2022
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As Andy alluded to, today's presentation by Bob was superb. Although perhaps a bit advanced for some attendees, if you've listened to Bob long enough, some of this has begun...

FamaFiduciaryFamaFiduciary   August 10, 2022
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FamaFiduciaryFamaFiduciary   August 08, 2022
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Thank you Fritz for a solid update of your views. The two negative factors you cited, one being the decline in the LEI and the other the Fed raising rates...

FamaFiduciaryFamaFiduciary   August 02, 2022
10
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This was a great webinar with valuable information on standard deviation and its relationship to expected returns. Craig offered a template for how to speak with clients about expected returns...

FamaFiduciaryFamaFiduciary   July 20, 2022
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Excellent review of IRA distributions after death. Particularly helpful was slide 50, which illustrated the matrix of various scenarios depending on whether the decedent passed before the RBD versus...

FamaFiduciaryFamaFiduciary   July 11, 2022
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Another useful and timely presentation from Fritz. Many references to WSJ articles are helpful in getting a point across. Fritz refrains from making predictions but carefully lays out evidence for...

FamaFiduciaryFamaFiduciary   June 22, 2022
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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
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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
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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
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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
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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
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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...

446 results - showing 1 - 25  
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