Advisors4Advisors

Approved NASAA IAR CE, Course  ID No. C80910. NASAA's $3 per class filing fee is included with membership ($60/qtr.).   

This fast-paced update equips advisors with a practical playbook for today’s mixed macro signals. 

Learn to interpret today's high stock valuations in the context of 2026 earnings expectations. . 

Independent economist Fritz Meyer shows why Boomer wealth and top‑decile spending underpin consumption, while household balance sheets remain broadly healthy. 

You’ll connect abundant liquidity to asset price strength and tie 2026 earnings estimates, market breadth, and valuations to client recommendations. 

And, you’ll align portfolios with the Fed’s path, a dis‑inverting curve, and anchored inflation expectations to keep client plans on track. At this class, you will learn to: 

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

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

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

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 the same analytical framework monthly enables advisors to master a prudent financial economic discipline for managing client portfolios and stay focused always on evidence, reducing the influence of emotion, 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. 

Fritz Meyer’s monthly classes are all characterized by the following learning objectives (LOs):  

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. Review 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. 

LO4. 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.

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. 

LO 6. 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.   

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.

To earn credit on live classes, CPAs must answer three polls, and Investment Adviser Reps (IARs) must respond to at least one of the polls.   

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.

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