Investing

Rave Reviews For CFP® Continuing Professional Education

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CFP®, CIMA®, CPA/PFS and other private wealth advisors gave reviews to Fritz Meyer’s two hour continuing education webinar for January, which broke another another attendance record. Fritz sparked sparked some controversy, as you see from the comments below, and was asked some tough questions, but nonetheless received a 5-star from rating from the scores of advisors who took the time to rate the session. Yes, five stars!    REPLAY    A4A is a news service for investment and financial planning professionals delivered in accredited continuing education format. A4A and Fritz are indepen

Fritz Webinar Attendees Are Not Overly Optimistic About 2019 Stock Returns

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Sixty-two percent of A4A members expect 2019 to be a sub-par year for the stock market, while 38% expect a good year ahead.   According to a poll, taken following the bear market low of Christmas Eve and 5% rebound on December 26, 2018,     REPLAY     46% of attendees said the S&P 500 would return less than the long term annual return 10% in 2019, with 5% expecting a return of 5% or less and 11% predicting a loss of more than 5%. Meanwhile, 38% said 2019 would be an above average year, with 24% expecting a  return of more than 10% and 14% forecasting a return of more than

T’was The Night Before Fritzmas

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T’was the night after Christmas, and here are the facts,not an advisor was purring among the herd of smart cats Stocks were down by 19.8%, by Fritz’s calculationand fear suddenly gripped the entire nation. With no recession in sight and strong economic growth on the horizon, as bear markets go, Fritz said this is a good one. In a breaking news CE webinar scheduled amid Monday’s Christmas Eve stock plunge, the tension was broken by a 5% surge. Unfazed, economist Fritz Meyer delivered a sober assessment, including his earnings expectations for 2019.     REPLAY   Of 126 atten

Advisors Seeking Shelter Drive Record Attendance To Fritz Meyer Webinar

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Fear drove more advisors to attend Fritz Meyer’s December webinar than any session on A4A in the last decade.   The average rating of 4.9-stars from attendees, their comments and the strong attendance demonstrate how A4A offers independent advisors shelter during stormy times.             REPLAY            Very good Very good as usual! VG Excellent Great job. Fritz kept it straightforward and focused on the big picture. Excellent Mr Meyer does an outstanding presentation Great Excellent data.  Objective and factual. Excellent per usual The initial outline of

Rave Reviews From Advisors For Volatility CE Session, As Stocks Swing Wildly

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The week before this webinar about stock market volatility, the S&P 500 plunged 4.9%, and then it surged 5% higher the week of the class. Amid heightened volatility, this continuing education course for CFP, CPA, CIMA professionals received a 4.9-star rating.    REPLAY   Craig Israelsen, a professor who has published monthly in Financial Planning for two decades, teaches about portfolio design every month at A4A’s courses accredited by CFP Board, NASBA, and IWI. This session examines the statistical characteristics of portfolios in periods of high volatility, and specifically how