Key Concepts For Fiduciaries In Designing Low-Expense Portfolios
May 28, 2020
Register Now How much difference in performance is there between an aggressive portfolio and a conservative one in the long run? Perhaps less...

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Resources For Low-Expense Financial Planning Professionals

Retirement planning illustration tool (2:21 demo)
Coronavirus Financial Economic News For Advisors From Fritz Meyer
Jun 09, 2020
During the coronavirus crisis, this page is updated weekly with Fritz Meyer's latest observations, as a free service to members of...

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Coronavirus Tax Relief: New Rules For Tapping Retirement Plans And IRAs

(May 21, 2020, 7:30 p.m. EST) The tax relief regulations published by the IRS two weeks ago, in an unusual Q&A...

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Low Inflation, Rates Near Zero: Fritz Meyer Updates

(Sunday, May 10, 2020, 6:45 p.m.) Why did the stock market surge 3.4% last week despite diasastrous economic...

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Correcting Misleading Portfolio Illustrations Consumers Often Face

This webinar addresses two misleading portfolio illustrations investors commonly face and introduces an "Almanac Of Asset Allocation."...

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Fritz Meyer Quarterly Economic Update, April 2020 (One Credit)

ADVISOR RESOURCES ON CORONAVIRUS FINANCIAL CRISIS Fritz Meyer Answers Advisor...

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Crowd-Sourced Continuing Education Accredited For CFP,^® CIMA,^® CPA/PFS, And Other Professionals

CARES Act CE Webinars For CPAs and CFPs®

CARES Act CE Webinars For CPAs and CFPs®

Financial Market Analysis, Fritz Meyer Q&A, December 2019

Financial Market Analysis, Fritz Meyer Q&A, December 2019

Advisor Clients Face Growing Complexity; An Opportunity For Professionals

Advisor Clients Face Growing Complexity; An Opportunity For Professionals

Hiddenomics: A New Device In Financial Communications

Hiddenomics: A New Device In Financial Communications

EEM’s China Problem Is Like EAFE’s Japan Handicap

EEM’s China Problem Is Like EAFE’s Japan Handicap

Six Million Manufacturing Jobs To Be Lost By 2029

Six Million Manufacturing Jobs To Be Lost By 2029

Fritz Meyer Gets Specific In Answers To Advisor Questions

Fritz Meyer Gets Specific In Answers To Advisor Questions

The Top Strategic Investment News Story For Financial Professionals In 2019

The Top Strategic Investment News Story For Financial Professionals In 2019

Negative Rates Driven By Demographics, Says Fritz Meyer In 4.9-Star Rated CE Class

Negative Rates Driven By Demographics, Says Fritz Meyer In 4.9-Star Rated CE Class

How To Use Exit Intent Technology To Optimize Advisor Websites And Generate Leads

How To Use Exit Intent Technology To Optimize Advisor Websites And Generate Leads

After A Plunge, Fritz Meyer Answers Advisors’ Questions

After A Plunge, Fritz Meyer Answers Advisors’ Questions

Do You Invest Based On An Accurate World View? Take The Test

Do You Invest Based On An Accurate World View? Take The Test

Fritz Meyer: Fed’s Economic Forecasting Model Is Broken

Fritz Meyer: Fed’s Economic Forecasting Model Is Broken

Retirement Income Portfolio Illustrations For Advisor Clients

Retirement Income Portfolio Illustrations For Advisor Clients

Fritz Meyer’s Yield Curve Warning (CE Credit 24/7)

Fritz Meyer’s Yield Curve Warning (CE Credit 24/7)

A4A Alert On Pending IRA Payout Changes, As Keebler Declares Stretch IRAs Dead!

A4A Alert On Pending IRA Payout Changes, As Keebler Declares Stretch IRAs Dead!

Fritz Meyer Defines The New Normal For Inflation And Rates; Rave Reviews From CFP®, CIMA®, CPA...

Fritz Meyer Defines The New Normal For Inflation And Rates; Rave Reviews From CFP®, CIMA®, CPA...

Mark Zuckerberg Failed In His Duty To Facebook Members

Mark Zuckerberg Failed In His Duty To Facebook Members

Advisors4Consumers Launches

Advisors4Consumers Launches

Life Settlements For Fiduciaries CE Course With Glenn Daily

Life Settlements For Fiduciaries CE Course With Glenn Daily

CE Update On Foreign ETFs Beyond MSCI EAFE Evokes A4A 2.0

CE Update On Foreign ETFs Beyond MSCI EAFE Evokes A4A 2.0

Trust & Estate Tax Planning, 2019 Update, Zeroes In On Real Financial Professionals

Trust & Estate Tax Planning, 2019 Update, Zeroes In On Real Financial Professionals

Going Deeper With Fritz Meyer's Latest Financial Economic News Update

Going Deeper With Fritz Meyer's Latest Financial Economic News Update

A4A Personal Pages For Members Boost Profession, Add Transparency For Consumers

A4A Personal Pages For Members Boost Profession, Add Transparency For Consumers

2019 CFP® Ethics Class Finally Closes Loopholes; Historic Progress For Profession

2019 CFP® Ethics Class Finally Closes Loopholes; Historic Progress For Profession

Fritz Webinar Attendees Are Not Overly Optimistic About 2019 Stock Returns

Fritz Webinar Attendees Are Not Overly Optimistic About 2019 Stock Returns

Ed Yardeni’s Professional Autobiography Review

Ed Yardeni’s Professional Autobiography Review

The Nexus Of Investor Behavior And Expectations

The Nexus Of Investor Behavior And Expectations

Life Settlements Get a Boost From Tax Reform

4.9-Star Reviews From Advisors For Annual Update Of Performance Characteristics Of Asset Classes

4.9-Star Reviews From Advisors For Annual Update Of Performance Characteristics Of Asset Classes

Did Russia Ruin Online Marketing For Advisors?

Did Russia Ruin Online Marketing For Advisors?

Create Videos & Webinars With Keebler’s Real Estate Tax Planning CE Session

Create Videos & Webinars With Keebler’s Real Estate Tax Planning CE Session

57% Of Financial Professionals Say Fed Made A Mistake; 80% Still Confident In Fed

57% Of Financial Professionals Say Fed Made A Mistake; 80% Still Confident In Fed