Reviews written by FamaFiduciary

Craig, thank you for continuing to regularly remind A4A membership of the importance of fees and expense ratios when it comes to overall lifetime returns on investment. Also appreciate the...

Other than the technical glitch, it is always a pleasure to listen to Gideon Rothschild, whether here at A4A or other CE sources, including Heckerling Estate Planning Institute and others....

Fritz did a nice job summarizing the current economic environment, including earnings on stocks, historical comparisons and references. A few articles cited, including Ed Finn of Barron's were helpful in...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...