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Last updated November 8, 2026

2027 Strategic Portfolio Outlook With Fritz Meyer

Live Tuesday, December 8, 2026, from 4-5 p.m. Eastern.

In his final class of 2026, Fritz Meyer will update the recurring analytical framework with the latest available data to assess the 2027 outlook for strategic portfolio managers. Fritz Meyer examines how investment advisers can evaluate economic and market evidence and apply it to fiduciary portfolio decisions. The live program connects growth, labor markets, household finances, inflation, Federal Reserve policy, earnings, valuation, interest rates and historical market experience. Participants learn to distinguish headline risk from underlying evidence and explain uncertainty in client conversations.

Strategic Portfolio Management Lessons

• Separate headline risk from durable economic and earnings evidence.
• Interpret growth, recession signals, labor markets and household finances together.
• Relate inflation, Federal Reserve policy, interest rates and liquidity to the outlook.
• Compare earnings, valuation and current conditions with historical market experience.
• Translate the evidence into diversified, client-appropriate portfolio discussions and explain uncertainty.

Two Ways to Enroll

Included with A4A membership. Current members should sign in and open this course without buying it again. Nonmembers may purchase this class individually for $39.99.

Attend through your A4A course

Sign in to your A4A account, open this course, complete the Instructions lesson, and use the Webinar lesson to attend. Membership access must remain active on the event date. Live credit eligibility depends on applicable approval, verified attendance and required participation.

Credit status

The NASAA application for one Products and Practice IAR CE credit has been submitted. CFP Board and IWI applications are pending review. CE/CPE credit is not guaranteed. The CE/CPE Details table above shows current status; no approval is claimed.