2020 Compliance For RIAs
Dec 18, 2019
Please join us for Cathy Vasilev's 2020 RIA compliance webinar. Cathy brings more than 25 years of compliance and supervisory expertise in...

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Showing Clients Retirement Portfolio Risk Variables
Dec 19, 2019
Register NowHow can advisors help clients quantify retirement risk? Count these ways Craig Israelsen, Ph.D., teaches at this professional...

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Fritz Meyer Quarterly Economic Update, January 2020 (Two Credits)
Jan 14, 2020
Please join us for Fritz Meyer's two-hour quarterly economic update webinar for January.Fritz's monthly updates averaged a 4.9-star rating for the...

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Fritz Meyer Economic Update, December 2019

A year ago, the Fed hiked rates, triggering a brief bear market in stocks. Today, the Fed has uninverted the yield curve, and generally positive data...

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2020 Financial & Tax Planning Practitioner Guidance

Federal taxes are simpler for most Americans but more complex for many advisor clients.The TCJA rendered obsolete much of the tax and...

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Roth IRAs Transformed By New Tax Rules & Low Rates

Optimizing retirement income for clients requires a fiduciary to understand taxation of Roth IRAs, but the landscape has been drastically...

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Asset Class Performance Shifts Since 1970

How can advisors help clients better understand the seasonal shifts among prominent asset classes in their portfolio over long periods of...

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