T’was The Night Before Fritzmas

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 calculation
and 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 attendees who took the time to rate the session, two gave it four stars, one gave it three stars, and 123 gave it a five-star rating. 

Thank you for the feedback below. Your support validates A4A's unique business model for reporting news to financial professionals and their clients in an accredited continuing education format. It's actually part of an emerging trend in journalism. It's how the loss of newspapers has created new opportunities in journalism and that's most satisfying.    

Wishing you a healthy, happy and prosperous 2019!  

Andy Gluck
 

  • Awesome and timely. Really appreciated the quick response to current market conditions. My lips are loaded to calm client emotions.
  • Timely and enlightening! 
  • Timely and positive   
  • Timely and effective 
  • Webinar like today was PRICELESS + worth the annual fee for A4A! Fritz uses a rational presentation of the facts (not fake news!) To shed light on what is really going on in the markets now  - an investor fear reaction to our political mess - versus what continues to go on in the real GROWING economy. Thank you Andy + especially Fritz for these important timely sessions which gives advisors the emotional tune up to stay focused on creating real value for our clients! 
  • I am very appreciative for these economic updates! 
  • Great info!
  • I wasn't worried about things, but appreciated hearing Fritz's perspective and seeing the data.   
  • Very grateful for Fritz' willingness to step up, analyze and comment on the admittedly severe market gyrations of late. My clients are wonderfully well trained (only one has sent me a panicky email), but it's nice to be able to relay comforting stats to them.
  • Always good to hear a voice of reason
  • Great presentation. Fritz provided tangible facts that justify the current market volatility. Truly a calming, rational voice at a time when it's greatly needed.   
  • Very timely and well done 
  • "Appreciate that Fritz has very up to date, very detailed information and in great volume.   
  • Andy gets a 5.0 too for making today's timely webinar happen.  A4A is a big part of my business.  I appreciate the Team very much.  Happy New Year. "
  • Great.  Very timely. 
  • It was very informative and useful especially given the current market volatility.   
  • Excellent, haven't been to one in a while, looking forward to quarterly update   
  • Andy this was a great idea and obviously impeccable timing on having Fritz present. As far as these impromptu webinars during market confusion, it is a fantastic service to the A4A community. It provides endless talking points to use with clients in conversation and further solidifies any smart adviser's repertoire of information. It also reaffirms the adviser who is uncertain about which stance to take. Fritz' ability to take a stand, stick with it and rely on the data is invaluable.
  • Excellent and timely, thank you 
  • Great presentation!  Thank you Fritz.  This was immensely helpful. 
  • Much needed to help provide vital info to me to disseminate to my clients during these turbulent markets.
  • A lot of Sense.....
  • Very helpful perspective to calm the fears. Lots of useful information to share with clients.
  • Terrific! These unscheduled sessions that respond to real time events are very helpful.  
  • Very timely, appreciate his voice of calm and reason, backed with data
  • Excellent. Thanks for putting this together.   
  • Liked the timeliness  
  • Great!
  • It is great that Fritz can give us an update to help re-enforce what he has been telling us and give real pertinent pointers.  Thanks!
  • Excellent to refocus us away from the noise of the markets back to the fundamentals of the economy
  • Thanks for hosting this Andy.  Fritz is one of the most level-headed commentators i listen to on the market and a needed voice of calm.
  • Fantastic, so clear and concise and timely 
  • I appreciated the timeliness in response to market activity.   
  • EXCELLENT!! Great insights into current market events   
  • Great slides help explain today's economic picture compared to the "media" irrational view of things   
  • Always enjoy Fritz's presentations 
  • Spot on   
  • Incredibly helpful information presented in an always thorough, thoughtful and easily digestible way. Not an easy balance to strike, but Fritz always seems to pull it off. 
  • Would like more insight into the international economy and markets 
  • Exactly what was needed
  • Excellent timing, very reassuring! 
  • Good information.
  • I really appreciated the update from Fritz.  Thank you Fritz! 
  • Excellent
  • Excellent.  Enjoyed the presentation and the charts that are very relevant to what is going on at this time.  Glad it did not get into the weeds about political aspects to what could have caused some of the volatility but stayed with the economics.
  • Superb! Fritz really knows what he is talking about and has a way of making it clear to all.  
  • Very timely & relevant 
  • Valuable analysis!   
  • Always good; timeliness of this was great
  • Great info - timely! 
  • Extremely timely, good summary of what is going on. 
  • Andy/Fritz - MANY, MANY thanks for this timely and informative update!  Couldn’t be more grateful! 
  • This was great and reassuring.  Andy, you did a great job by putting this together in such a timely manner.  Norm P 
  • Great   
  • I so much appreciate you stepping in to give us a rational look at what is going on the markets.  Month to month is great but these two special "events" have been tremendously important.  Thank you!
  • Very comprehensive on short notice! 
  • Very good info but maybe a tad bit late?  Big selloff has already affected clients
  • Much appreciated in light of current volatility
  • Very timely & helpful; helps build confidence amidst mkt volatility & clients elevated emotions
  • Excellent review of the key data and facts-which is what has to be the focus when the herd mentality begins to dictate movement.  The coverage in the business networks is mixed and generally shows a lack of balance to the perceived driving forces.  Unfortunately, this is what clients listen to and this is why the analysis by Fritz is both timely and necessary to maintaining the proper balance in understanding the fundamentals, even though it cannot be denied that emotional reactions do drive values.
  • Terrific
  • Particularly poignant for the markets right now.
  • Helpful & timely 
  • Too short
  • Excellent, excellent; this is why I pay my fee 
  • I like them all.  However, I can honestly say I am  a Fritz Meyer fan of his methods and style of presentation.
  • Great! Timely    
  • Good
  • Excellent as usual.  Very timely.  Thank you, thank you. 
  • I'm really glad you held this webinar.  There is a lot of confusion out there, and Fritz always zeroes in on the most important information. 
  • Fritz distills the economic data noise into something that is insightful and understandable 
  • Excellent summary that can be broken down simply for our clients! 
  • Great timing   
  • Timely and mucho informative 
  • Very interesting, and timely! Love having the "breaking news" "hot off the presses" analysis--with data! 
  • Very good, more concise and to the point.
  • Obviously perfectly timed, and I appreciate Andy and Fritz putting this together on short notice and around the holidays. 

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A Strategically Focused CE Curriculum

With classes approved for over a decade by the CFP Board, IWI, and NASBA, Advisors4Advisors CE classes are an optimal knowledge stream for CFP®, CIMA®, CPA, CPA/PFS®, CFA®, and other practitioners. It's not a grab bag of speakers willing to sponsor CE content. Nor is it a one-man CE course. It's a group of subject matter experts with amazing communication skills and a history of thought leadership that, together, give advisors a well-rounded knowledge system for running a professional practice ethically and intelligently.

CE Since October 2008

A4A CE classes for financial professionals began in October 2008, the week Lehman Bros. collapsed. Initially billed as “The Financial Crisis Webinar Series,” A4A connects advisors with authoritative sources on investing, tax, and financial planning, chosen by A4A Editor Andrew Gluck, a veteran financial reporter. A4A members get a stream of CE classes for an advisor who: 

  • holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually 
  • values monthly CE classes by Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha, or Andrew Gluck
  • diversifies a core of client portfolios in low-expense funds
  • invests based on MPT and economic fundamentals
  • advises on tax and financial planning as well as investing
  • needs financial counseling skills
  • wants the Certified Financial Counselor™ designation 
  • is building a brand as a thought leader locally or in a niche
  • wants the facts when bad news breaks
  • wants CE aligned with a content marketing system
  • wants 24/7 access to CE on-demand
  • insists on objective evidenced-based tax and investment planning analysis
MEMBER REVIEWS 
William Desormeau, Jr.  
It is not possible for me to overstate the cumulative value that Craig, Bob and Fritz have added for over 10 years to my investment advisory practice, as well as for personal and family financial planning. A4A gets my highest recommendation
Lynn Najman, CFP®
I’ve subscribed to A4A since its inception, and always find it intellectually stimulating and on point. It’s one of the few CE solutions out there that doesn’t waste my time by pushing product or talking down to me.

PeteDeacon-CPA-CFP

Pete Deacon, CPA, CFP®
A4A has had a profound effect on my business. Since 2009, I’ve relied on the consistent messaging and updates to run my business successfully. Being able to present the information from Bob, Fritz, and Craig's ongoing CE webinars has been a significant benefit.

fredericMayersen-phd-cfp

Fredric Mayerson, MBA, PhD, CFP®
I've been a financial professional and professor of finance for 35 years and find Fritz Meyer and Robert Keebler to be among the most engaging, incredibly knowledgeable, and experienced presenters I’ve encountered. They deliver an extraordinary amount of information in an extremely interesting way — sequentially and developmentally, utilizing pedagogical tools and techniques that few possess.  A4A to is the most consistently excellent CE program available.  
Ron Roge, MS, CFP®
I’ve been attending A4A many years because the CE classes are outstanding, and my time is valuable. Though I have over 35 years of experience, I’m always learning something new on A4A. I attend fewer conferences now because the CE is generally not advanced. If you want to learn from the best, in a faster, easier, and less expensive way, I highly recommend A4A.

John R. Day, CPA/PFS®

I’ve been a member since 2011 and never miss the monthly webinars with Fritz Meyer. I appreciate Fritz’s independent views on the economy and markets and Bob Keebler keeps me updated on excellent tax planning ideas. A4A is a great value!

NormanPolitzinerCFP

Norman Politziner, CFP

I wouldn't miss a Fritz Meyer webinar unless my pants were on fire. I've relied on Andrew Gluck's knowledge systems --client communications and CE -- for two decades. It's simply the best solution for tax, financial, investment, and risk-management professionals.®   

Dan Hawley, CFP® 

A4A, for over a decade, has been a great resource for useful and accurate information and CE. A4A and Advisor Products are bargains for an advisory practice. 

KevinBrosious-CFP-CPA-PFS

Kevin Brosious, MBA, CFP®, CPA/PFS®

I get CPA CE credit and CFP credit for the webinars.  But not only that, the A4A content is terrific