Advisors4Advisors

A fast-paced update to equip IARs with a practical playbook for today’s mixed macro signals, Fritz Meyer's classes provide comprehensive analysis of current conditions in the economy and financial markets. 

Learn how to interpret construction and retail trends, and reconcile weak job formation with still‑low unemployment. Fundamental economic analysis, the Fed’s path, and inflation expectations are discussed. 

Learn to:

read mixed signals to guide clients and frame the macro story clearly for investors.

explain liquidity’s push on asset prices and connect the M2 surge with stocks, gold, Bitcoin.

anchor your outlook in 2026 earnings estimates.

Align portfolios to Fed, yields, inflation and discuss Fed path, yield curve shifts, TIPS break-evens.

The interactive class is like a financial lab for professionals. You don’t just learn a theoretical framework, you learn to apply economic principles to real-time data to formulate your investment strategy.

Just as a scientist draws conclusions by analyzing evidence, Fritz Meyer leads advisors through a rigorous examination of GDP growth, inflation, Fed policy, earnings expectations, and a slew of other data—using charts he creates expressly to analyze government and fundamental economic factors from authoritative sources.  

Applying an analytical framework monthly enables advisors to master a prudent financial economic discipline for managing client portfolios and to stay focused always on evidence, to reduce the influence of emotion and noise from social media and other outlets. 

Class are structured around learning objectives (LOs) designed to meet CE/CPE requirements and help you internalize a process of critical thinking, data interpretation, and evidence-based decision-making. 

Here are LOs underlying all Fritz Meyer’s long-running course:  

LO 1.   Review Performance of Main GDP Growth Drivers. Inflation, job formation, and other fundamentals are reviewed, enabling informed financial decisions based on current facts. 

LO 2. Analyze Stock Market Reaction To Recent News.  Learners will feel better able to assess the impact of geopolitical events (e.g., Israel/Iran tensions and U.S. elections) on market performance, valuations, and volatility. 

LO 3. Know Key Facts About Federal Reserve Monetary Policy. Learners will be better educated about how to interpret Federal Reserve's rate policy and grow conversant in the facts needed for making data-driven investment decisions. 

LO 4. Formulate Investment Strategies Based on Earnings Valuations on S&P 500. Learners will be able to develop long-term investment strategies by analyzing current earnings valuations versus modern history.   

LO 5.  Grow Better Able To Create A Personal Economic Growth Outlook Based on Authoritative Sources. Learners will be able to develop their own GDP growth outlook informed by the most recent consensus forecasts of leading professional economists. 

LO6. Review Important News & Analysis In Wall Street Journal (WSJ). Poignant news and analysis, as reported in WSJ, the largest U.S. financial news outlet, about the current financial economic situation, are reviewed. A curated review of important WSJ articles keeps participants current on what’s happening in financial economics based on an authoritative source.

Participants gain actionable insights into interpreting key indicators such as the PCE deflator, yield curve, and equity risk premium. The course equips advisers with timely context to support client communications and investment decision-making.

Fritz Meyer, an independent economist, has taught on Advisors4Advisors monthly since March 2011. His classes averaged a rating of 9.7 (out of 10) for any 12 month period year after year. Fritz previously was senior strategist at one of the world's largest investment companies for over a decade.  He has no product affiliations, and his classes are solely member-sponsored.

Drawing on the latest financial and economic indicators, this monthly course situates current metrics within their long-term historical context, helping advisors formulate an informed outlook based on timely, data-driven analysis of U.S. economy and global capital markets.

Fritz has a knack for balancing current conditions with timeless investing principles to offer incisive analysis of Federal Reserve actions and forecasts, employment trends, consumer spending and savings, corporate earnings, and key fundamentals IARs must know. 

Fritz Meyer’s classes explain emergent issues through the lens of previously learned concepts, guiding IARs through changing settings and data sets. This reinforces fundamental financial economic concepts IARs must understand to formulate an investment outlook based on the latest economic releases.

Who Should Attend:

CFPs, EAs, CFAs, CPA financial planners, CPA/PFSs, CIMAs, CLUs, ChFCs, and other professionals who seek a deeper understanding of the economy’s influence on investment decisions and creation of informed, disciplined portfolio strategies.

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