Investing

Adjusting Client Expectations Of A Diversified Portfolio

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Approximately 110 minutes into Fritz Meyer’s two-hour, two credit October continuing education session for fiduciaries, he mentions that you might want to adjust what you’re telling clients to expect from a diversified portfolio. That’s one gem in a treasure-filled tour of current economic and financial conditions that also includes:     Trump administration’s replacement for Trans Pacific Partnership Why Quantitative Easing worked and unwinding is benign The Fed’s outlook  REPLAY Fritz received an average rating of 4.9 out of five stars from A4A members atten

Fritz's Two-Hour Class Gets 4.9 Stars And Critical Reviews

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Independent economist Fritz Meyer's two hour CE session for July received an average rating of 4.9-stars from 100 attendees, and some criticism, too. The criticism is appreciated and is instructive. A4A members can replay the session and get two hours of continuing ed credit.  Getting a 4.9-rating month after month, as Fritz has done, is a record unmatched by other speakers who have taught over the last 10 years on Advisor4Advisors. It simply has not happened. Independent advisors have strong opinions and getting a near-perfect rating for teaching professionals about economics month aft

Life Settlements Get a Boost From Tax Reform

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Optimal tax theory is a serious field. You could spend your life studying it. So let's start by referencing examples of fine work: N. Gregory Mankiw, Matthew Weinzierl and Danny Yagan, “Optimal Taxation in Theory and Practice,” Journal of Economic Perspectives, Fall 2009. Peter Diamond and Emmanuel Saez, “The Case for a Progressive Tax: From Basic Research to Policy Recommendations,” Journal of Economic Perspectives, Fall 2011. Emmanuel Saez and Stephanie Stantcheva, “Generalized Social Marginal Welfare Weights for Optimal Tax Theory,” American Economic Review,

Amid Political Instability And Volatility, Rave Reviews and 4.9-Stars For Fritz Meyer

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Economic risk is a constant but U.S. political instability is new. With images of Syrian children choking on sarin gas and on the brink of a U.S. constitutional crisis, economist Fritz Meyer somehow makes sense of the world, or at least makes you not abandon optimism, according to the reviews of the latest monthly economic update webinar.  Of 125 attendees who took the time to rate the two-hour long session, 10 gave it a 4-star rating and the other 115 advisors all gave it five stars. That’s insane! Comments from attendees are below. If you are a member of A4A, log in and click here to rep

Upon Nine Years Of Webinars For Advisors, Fritz Meyer’s 4.9-Star Rated CE Session

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Independent economist Fritz Meyer received an average rating of 4.9 stars (out of 5) yesterday from 100 of the independent advisors attending his quarterly update.   Considering the strong opinions advisors hold on this topic and that it was a 100-minute, two-credit session that went 15 minutes overtime, a 4.9-star rating is incredible. Miraculously, it was the fourth consecutive 4.9-rated session for Fritz!   This session begins my tenth year of producing webinars for advisors. As a journalist, I started conducting webinars to enable my sources to share their ideas with