Fritz Meyer Economic Update, December 2019
Dec 10, 2019
Register NowA year ago, the Fed hiked rates, triggering a brief bear market in stocks. Today, the Fed has uninverted the yield curve, and generally...

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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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Craig Israelsen's December Webinar
Dec 19, 2019
Please join us for Dr. Craig Israelsen's December webinar. Want to share Craig's content with clients? request a demo of our client...

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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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Fritz Meyer Economic Update, November 2019

With its third rate cut on October 30th, the Fed uninverted the yield curve. Third quarter GDP showed consumers drove growth despite no contribution...

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Advisor Clients Face Growing Complexity; An Opportunity For Professionals

Advisor Clients Face Growing Complexity; An Opportunity For Professionals

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Hiddenomics: A New Device In Financial Communications

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

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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

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

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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

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Retirement Income Portfolio Illustrations For Advisor Clients

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

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

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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

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Advisors4Consumers Launches

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Life Settlements For Fiduciaries CE Course With Glenn Daily

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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

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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