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Great introduction to using Behavioral Finance with clients. Definitely activated my creative juices thinking about using this tool in my practice!
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As usual, Fritz makes a thorough data supported argument for the US economic outlook!
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As always, a well reasoned and well researched explanation of current economic conditions and projections.
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Lots of great ideas!
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Fritz is superb at really questioning the meaning behind the statistics and applying real logic to what I consider to be the appropriate conclusions!
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One of the better one's of Fritz's presentations even though they are all great!
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Fritz does a great job of debunking the so called "experts" whether they be Wall Street analysts or journalists!
A4A is a news and professional education solution for a fiduciary who:
-- holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually
-- values research by Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck
-- broadly diversifies a core of client portfolios in low-expense funds
-- strategically invests based on MPT and economic fundamentals
-- advises on tax and financial planning as well as investing
-- is building a brand as a thought leader locally or in a niche
-- values thought leadership when bad news breaks
-- wants CE aligned with Advisor Products client education platform
-- wants 24/7 CE with objective financial, tax and investment planning news analysis
A4A is accredited by the CFP Board, IWI, and NASBA.