Investing

Rave Reviews From Advisors For Volatility CE Session, As Stocks Swing Wildly

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The week before this webinar about stock market volatility, the S&P 500 plunged 4.9%, and then it surged 5% higher the week of the class. Amid heightened volatility, this continuing education course for CFP, CPA, CIMA professionals received a 4.9-star rating.    REPLAY   Craig Israelsen, a professor who has published monthly in Financial Planning for two decades, teaches about portfolio design every month at A4A’s courses accredited by CFP Board, NASBA, and IWI. This session examines the statistical characteristics of portfolios in periods of high volatility, and specifically how

On A Day When Stocks Plunged, Economist Fritz Meyer's Monthly Update Gets Five-Stars

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On a day when an  advisor really needed financial wisdom rooted in facts, Fritz Meyer received a five-star rating for his economic update webinar.   The stock market plunged 1.7% Monday and another 1.8% Tuesday and fear drove the most attendees to Fritz's update than any session since we began charging for  membership about six years ago, and the rave reviews indicate how much advisors appreciated Fritz's reminder of fundamentals driving the economy.   We could bring you other presenters and sometimes we do, but Fritz Meyer gives all you need to be an investment fiduciary and

Adjusting Client Expectations Of A Diversified Portfolio

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Approximately 110 minutes into Fritz Meyer’s two-hour, two credit October continuing education session for fiduciaries, he mentions that you might want to adjust what you’re telling clients to expect from a diversified portfolio. That’s one gem in a treasure-filled tour of current economic and financial conditions that also includes:     Trump administration’s replacement for Trans Pacific Partnership Why Quantitative Easing worked and unwinding is benign The Fed’s outlook  REPLAY Fritz received an average rating of 4.9 out of five stars from A4A members atten

Designing Portfolios To Beat A 4% "Safe" Drawdown Rate; 24/7 CFP® Continuing Education Credit

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Craig Israelsen, a professor of family financial management for three decades, deconstructs two portfolios over rolling 25-year periods between 1970 and 2017, advocating for a strategic approach to exceeding the 4% "safe" withdrawal rate.    Craig's research and teaching skills are leveraged in this professional-level course about analysis of portfolio returns, risk, and other characteristics. Practitioners come away  more fluent in key concepts of modern portfolio theory and grow more confident about applying and teaching clients these rubrics of investing.  REPLAY 24/7 CF

Fritz's Two-Hour Class Gets 4.9 Stars And Critical Reviews

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Independent economist Fritz Meyer's two hour CE session for July received an average rating of 4.9-stars from 100 attendees, and some criticism, too. The criticism is appreciated and is instructive. A4A members can replay the session and get two hours of continuing ed credit.  Getting a 4.9-rating month after month, as Fritz has done, is a record unmatched by other speakers who have taught over the last 10 years on Advisor4Advisors. It simply has not happened. Independent advisors have strong opinions and getting a near-perfect rating for teaching professionals about economics month aft