CE Status

Organization Status Course ID
CFP Board To Be Submitted
IWI / CIMA To Be Submitted 
NASAA To Be Submitted 
NASBA To Be Submitted 
Approved – Course has been fully approved
Pending Review – Submitted and awaiting review
To Be Submitted – Not yet submitted
Not Approved – Course is not approved for CE

LIVE IAR, CFP, CIMA, CPA Credit

Tuesday, July 21, 2026, 4 p.m. ET

Strategic Investing IAR CE With Fritz Meyer

Softer June labor data and downward revisions have raised a timely question for advisers: should expectations for the second half of 2026 and 2027 be tempered?

In this live IAR CE class, Fritz Meyer uses the Dog Days of Summer market-update theme to examine whether current headlines are ordinary market noise or a more meaningful signal of economic weakness. The class connects recent data on employment, inflation, Federal Reserve policy, earnings, valuation, consumer conditions, and historical market context to disciplined fiduciary portfolio judgment.

Advisors will learn how to interpret current economic and market data through a disciplined fiduciary lens, communicate uncertainty clearly, avoid headline-driven portfolio mistakes, and support client conversations with evidence rather than emotion.

Strategic Portfolio Management Lessons

By the end of this class, learners should be able to:

  • Assess Current Market Headlines. Separate headline risk from durable economic and earnings evidence.
  • Evaluate Growth And Recession Signals. Interpret GDPNow, LEI, PMIs, and recession indicators together.
  • Analyze Jobs And Labor-Market Conditions. Weigh payrolls, unemployment, participation, wages, openings, and claims.
  • Evaluate Consumers And Household Balance Sheets. Connect income, spending, debt, savings, net worth, and confidence.
  • Interpret Inflation And Fed Policy. Relate CPI, PCE, wages, yields, and Fed expectations.
  • Analyze Earnings And Valuation. Compare earnings estimates, margins, P/E ratios, and market levels.
  • Assess Rates, Bonds, And Liquidity. Interpret Treasury yields, spreads, money supply, and credit signals.
  • Apply Historical Market Context. Compare current conditions with prior recessions, corrections, and recoveries.
  • Evaluate Portfolio Implications For Fiduciaries. Translate evidence into diversified, client-appropriate portfolio conversations.
  • Communicate Uncertainty And Investor Discipline. Address forecasting limits, behavior, risk, and long-term planning.

Instructor(s)

Fritz Meyer

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.

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