Reviews written by FamaFiduciary

Craig's presentation today was helpful in reminding advisors of the value of staying the course and persuading clients not to panic out of a bear market. His approach today was...

Thank you for a very engaging presentation today. The program followed up nicely with the prior webinars that Mark has done, and all of the evidence presented is very persuasive...

Thank you for presenting both sides of the argument for and against a potential recession in 2023. Also appreciate the clear demarcation provided between the "Good" things about the economy...

Despite a number of technical issues, Craig did an admirable job of translating some of the concepts of diversification and withdrawal rate analysis which helps advisors tremendously in communicating with...

Fritz' presentation was fair and balanced in showing multiple positive aspects of today's markets as well as multiple negative aspects which are currently in place at the present time. There...

Great job today of presenting a variety of methods to look at the issue of diversification. Craig touched on the 7Twelve portfolio and its advantage in terms of volatility, standard...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...