Strategies

Advisors Seeking Shelter Drive Record Attendance To Fritz Meyer Webinar

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by agluck     December 12, 2018      0.0 (0) 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

On A Day When Stocks Plunged, Economist Fritz Meyer's Monthly Update Gets Five-Stars

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by agluck     November 20, 2018      0.0 (0) On a day when an  advisor really needed financial wisdom rooted in facts, Fritz Meyer received a five-star rating for his economic update webinar.   The stock market plunged 1.7% Monday and another 1.8% Tuesday and fear drove the most attendees to Fritz's update than any session since we began charging for  membership about six year

Adjusting Client Expectations Of A Diversified Portfolio

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by agluck     October 11, 2018      0.0 (0) 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:   

Designing Portfolios To Beat A 4% "Safe" Drawdown Rate; 24/7 CFP® Continuing Education Credit

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by agluck     September 30, 2018      0.0 (0) Craig Israelsen, a professor of family financial management for three decades, deconstructs two portfolios over rolling 25-year periods between 1970 and 2017, advocating for a strategic approach to exceeding the 4% "safe" withdrawal rate.    Craig's research and teaching skills are leveraged in this professional-level course about analysis

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

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by agluck     July 12, 2018      0.0 (0) 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 re