Reviews written by FamaFiduciary

Thanks Fritz for another good overview. Appreciate the citations of various economists, particular Ed Yardeni, who has been very accurate in his predictions. Discussion of immigration is somewhat controversial, since...

Thank you for another excellent presentation. The discussion of labor productivity plus workforce numbers was very helpful in envisioning how the economy can potentially grow over the next 10 years...

Thank you for another great analysis of counseling married couples. Appreciate the flow of the slides and working through them in a measured fashion and for some of the repetitive...

Thank you for continuing to educate the A4A community on this subject of insurance. The unbiased view is very useful and reassuring.

Thank you Fritz for another great session. The references to WSJ, Ed Yardeni and JP Morgan are helpful and useful to participants to know where you're getting your research. All...

Thank you for this new subject matter. The speaker was knowledgeable and interesting. Look forward to hearing the next 3 installments of this series.

Appreciate Craig's revisiting of these very popular charts and spreadsheet data. Much of this has been drilled into the heads of the A4A audience and that is not a bad...

Fritz, thank you for another great session. Appreciate the candor on the possibility of this year (2024) being a little more uncertain due to the higher P/E multiple. Perhaps next...

Thanks Craig for the useful client-friendly slides. Of particular interest were the final sets of slides related to the differences between the 7/12, the 50/50, and 100% stock returns as...

Thank you Fritz. A4A membership appreciates your ongoing positive outlook and persistent optimism in the face of great negative sentiment from the financial media and others. I was skeptical of...

Wow! What a great presentation today on Social Security planning. Excellent content and style exhibited by the presenter who obviously has a lot of experience talking about this subject. While...

Thank you Craig for another good overview of the 60-40 portfolio as it relates to the 4% withdrawal rate and the use of RMD as an alternate methodology for retirement...

Fritz' optimism is useful to skeptics and those who are not well informed about the data. Today's webinar was once again helpful in understanding the reality of what is happening...

Today was another great presentation by Bob K. which is excellent for learning some of the more intricate concepts of more advanced tax planning for doctors and dentists. The slides...

Thanks Fritz for another great presentation, although I am not quite as sanguine on the state of the economy and the likelihood of recession. I hope you are right though!...

Aside from technical difficulties, good review of 7-12 performance over time, although perhaps more focus could have been placed on the importance of dividends in the context of a total...

Thanks once again Craig for an enlightening analysis of COLA in relation to portfolio durability. Those of us who are starting to use the spreadsheet more regularly (or at least...

Thank you for a detailed update of the economic landscape in the US markets. While many advisors are not quite so optimistic as Fritz it is certainly helpful to hear...

It was nice to have Frank do the short introduction today to address the emotional aspect of retirees in today's uncertain environment. It was just long enough to allow ample...

Thank you for a broad overview of the legal and accounting principles of the estate administration topics covered. This was helpful for those who are not often involved in this...

Today's presentation was an excellent summary of the foundation concepts in understanding trust and estate tax returns. I think that the approach (using the 50,000 foot overview) is the best...

Today's presentation was another good review of the basic principles of talking frankly with clients and showing deeper levels of empathy in conversations which lead to better outcomes as well...