2025 Financial Economic Outlook

This class was postponed from Tuesday to Wednesday, Dec 18 at 4 p.m., to include the FOMC meeting and SEP release. 

This monthly, one-hour webinar, presented by Fritz Meyer—an independent economist and highly-rated educator—provides timely, data-driven analysis of the U.S. economy and global capital markets.

Drawing on the latest financial and economic indicators, the course situates current metrics within their long-term historical context, helping advisors formulate a concise, informed outlook for their clients. Fritz offers ikncisive analysis of Federal Reserve actions and forecasts, employment trends, consumer spending and savings, corporate earnings, and the key economic data points IARs must know to manage other people's money. Balancing current conditions with timeless investing principles, the learning objectives (LOs) of Fritz Meyer’s monthly classes on financial economics include:

LO 1. Review Performance of Main GDP Growth Drivers. Inflation, job formation, and Other Fundamentals. Enables learners to make informed financial decisions based on current data. Learning measured in scored final assessment questions requiring learners to know data and characteristics of recent fundamentals, such as employment growth, productivity, and corporate earnings.

LO 2. Analyze Stock Market Reaction To Recent Geopolitical News. Learners will feel better able to assess the impact of geopolitical events (e.g., Israel/Iran tensions and U.S. elections) on market performance and volatility. Learning measured in post-class assessment questions about stock market performance following major crises in modern history. Relevance: Helps learners put geopolitical events in perspective and averts putting too much weight on short-term trends.

LO 3. Know Key Facts About Federal Reserve Monetary Policy. Learners will be better able to interpret Federal Reserve's rate policy. Grow conversant in facts needed for making data-driven investment decisions. Measure achieving the learning objective by asking participants in the final assessment to identify accurate descriptions of various Fed policy points and their implications for interest rates.

LO 4. Formulate Investment Strategies Based on Earnings Valuations on S&P 500. Learners will be able to develop long-term investment strategies by analyzing current earnings valuations versus modern history. Measure by: Asking participants in the final assessment to choose the best description of current stock market prices relative to 12-month trailing and forward-looking Wall Street analyst earnings estimates. Relevance: Know if the stock market is in a bubble or nearly so.

LO 5.  Create An Economic Growth Outlook Based On Authoritative Sources. Learners will be able to develop their own GDP growth outlook informed by the most recent consensus forecasts of leading professional economists. Measure by asking in final assessment about consensus forecast of economists surveyed quarterly by The Wall Street Journal versus GDP Nowcasts by New York and Atlanta Federal Reserve Bank branches, and Blue Chip Economics survey of top economists. Measure by in final assessment question asking about details of various recent consensus forecasts. Relevance: Enables learners to devise an economic forecast driving investment decisions.

LO6. Review Major News & Analysis In Wall Street Journal (WSJ). Poignant news and analysis, as reported in WSJ, the largest U.S. financial news outlet, about the current financial economic situation, are reviewed. A curated review of important WSJ articles keeps participants current on what’s happening in financial economics based on an authoritative source. What was learned will be measured by questions about the main points of WSJ articles discussed by the instructor.
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Fritz Meyer, an independent economist, has taught on A4A monthly since March 2011. His monthly classes averaged a rating of 9.7 (out of 10) annually year after year. Before teaching on A4A, Fritz was senior strategist at one of the world's largest investment companies for over a decade. Since mid-2011, A4A members consistently rated Fritz Meyer’s CE/CPE presentations higher than 4.7 (out of five stars) every month. He has no product affiliations, and his classes are solely member-sponsored CE/CPE.

Who Should Attend:

Financial Advisors, CFPs, EAs, CFAs, CPAs, financial planners, CPA/PFSs, CIMAs, CLUs, ChFCs, and other professionals who seek a deeper understanding of the economy’s influence on investment decisions and the creation of informed, disciplined portfolio strategies.

Cost:
Free to Advisors4Advisors members ($60/Qtr).

CPE Credit:
1 hour, Economics field of study

Prerequisites: None
Advanced Preparation: None
Course Level: Update
Course Delivery Method: Group Internet-Based

Program Policies:
For more information regarding administrative policies, such as refunds, cancellations, and complaints, email This email address is being protected from spambots. You need JavaScript enabled to view it..

Advisors4Advisors is registered with the National Association of State Boards of Accountancy (NASBA) and is an approved CE sponsor for CFP®, CIMA®, CPWA®, CLU®, and ChFC® certifications. State boards of accountancy retain final authority on course acceptance. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors at www.nasbaregistry.org.

For information regarding administrative policies, such as refunds, cancellations and complaints, mail This email address is being protected from spambots. You need JavaScript enabled to view it..