A4A News

Will The Bear Market Get Worse?

Bear markets in the post-War U.S. usually occurred before economic downturns in the past, but are not unprecedented. Fritz Meyer says the last bear market during an expansion was the October 19, 1987 crash.  Recent economic data on the LEI, non-manufacturing PMI, and real DPI indicate the economy is doing just fine. The 19.8% price plunge from the high of the S&P 500 technically qualifies as a bear market, but it’s unfolding in the face of nearly 10 years of economic growth, like a big ship that does not slow much in a storm. Fed Chairman Jerome Powell just weeks ago sounded confi

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

By an overwhelming majority, 80% of financial professionals expressed confidence in the Fed, according to an A4A poll conducted after a surprising 5% recovery on Wednesday, and a 19.8% bear market plunge from the all-time closing high of September 20. The volatility fueled tax selling by large institutions, extending the selloff. This poll was taken at A4A’s best-attended CE webinar ever, on Wednesday, December 26. Planned by Fritz and me on Monday, December 24, in the depths of the Christmas Eve plunge, the surprising 5% surge on Wednesday took the edge off. Unfazed, Fritz Meyer delivere

Paradise Fire Hits Home Of A Member Of Our Team

  // Thought leadership for fiduciaries since 1996         The Nov. 8 Paradise fire destroyed the home of Colleen Carson, who transcribes and proofreads webinars and copy projects for us. Colleen and her mother, Cathy, hope to rebuild. These are good and strong women, with a loving family, including Colleen's two sisters, but they deserve some help. Two years ago, Collen's father, Christopher Charles "Kit" Carson, died after a struggle with cancer. He was a Lance Corporal in t

Low Expense Investing For Professionals; CE On The Sea

Taking A4A’s online education for professionals to the high seas, Craig Israelsen, Ph.D., will be teaching a series of classes about low-expense investing on a Caribbean cruise leaving Miami Feb. 3, 2019 and returning Feb 10.  Request itinerary and CE details.   Classes are scheduled for the two days at sea aboard the luxurious Norwegian Getaway. A Western Caribbean vacation makes deep learning, collaboration and sharing easier.  Craig is passionate about sharing his considerable knowledge about portfolio design and this is a chance to exchange practice management ideas one-on


The CFP Board’s Code of Ethics and Standards of Professional Conduct imposes new ethics education requirement effective October 1, 2018. Though the new ethics requirement doesn’t go into effect until October 2019, the CFP Board requires you to learn about it now -- a year ahead of imposing it on practitioners. Why? In 2016, Advisors4Advisors identified the CFP® ethics class a priority, and we invested people and technology to turn into a scalable business. Why? A4A believes improving ethics is a good long-term business investment and the rest will fall into place. A4A's 2017