Fritz Meyer Economic Update

Thursday, Sept. 18, 2025, 4 P.M. ET

No test is required to earn credit for CFP, CIMA or CPA professionals. IAR CE requires answering at least 7 of 10 multiple choice questions correctly, and is free for members, including the $3 per class FinPro fee. 

It's no accident Fritz Meyer's class was scheduled  to occur the day after the conclusion of the FOMC meeting and Chairman Jay Powell's press conference. 


The class was scheduled at a time when extraordinary pressure is being placed on the Fed Chair to lower lending rates and just as economic data suddenly weakened in the last few weeks. 


This course provides investment adviser representatives, CFPs, CPAs, and other financial planners with timely insights into Federal Reserve policy, U.S. economic growth, and stock market fundamentals. Using September 2025 data, 


Fritz Meyer analyzes weak job formation, construction spending, and inflation trends alongside stronger retail sales, household net worth, and GDP forecasts. 


Attendees learn how earnings estimates, valuation ratios, and record stock prices shape long-term portfolio strategy in light of global economic challenges. The session integrates key slides, transcript highlights, and interactive MCQs to reinforce understanding of core learning objectives. 


By the end, participants gain practical, research-based knowledge to strengthen economic outlooks, client communication, and portfolio decision-making. Learning objectives: 


Fed rate cut implications for advisors.  Understand how monetary policy shifts affect client portfolios.

Economic signals show mixed growth trends.     Learn to interpret conflicting job, construction, and service data.

Retail sales and net worth gains matter.  Recognize consumer spending and wealth effect on markets.

GDP forecasts highlight economic resilience.     Evaluate growth expectations in shaping portfolio strategies.

Inflation remains below critical thresholds.     Manage client expectations with context on price stability.

Earnings drive record stock valuations.     Understand why profits sustain market highs despite weak data.

High P/E ratios require careful analysis.     Assess valuation risks in long-term financial planning.

2025 earnings estimates are extraordinary.  Apply earnings growth forecasts to investment strategy.

2026 upward revisions are highly unusual.     Recognize market implications of rising long-term estimates.

Earnings growth exceeds historical averages.     Communicate risks and opportunities to investor clients.

The No. 1 learning objective (LO) of the August 19 update was that economic data was weakening, which has not been an LO in any classes in memory. 

Now's when Fritz Meyer's nearly four decades of experience in tracking financial economic data is especially valuable.    

Fritz's classes are much like a financial lab for professionals: You don’t just absorb theory; you apply economic principles to real-time data in an interactive class. 

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 other authoritative data. Applying the same analytical framework monthly enables advisors to master a prudent financial economic discipline in managing client portfolios.

Each monthly class is structured around learning objectives (LOs) designed not just to meet CE/CPE requirements, but to help you internalize a process of critical thinking, data interpretation, and evidence-based decision making. T

For information on administrative policies, such as refunds, cancellations and complaints, email [email protected] 


.  

Looking for Fritz's Slides?