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

Unless the Federal Reserve Bank reverses course, a recession should be expected, according to economist Fritz Meyer, speaking at a breaking news webinar.

You can replay the session and it’s eligible for one credit on demand CE 24/7 for CFP®. CIMA®, ChFC®, CLU®, and other tax, financial and retirement planning professionals.

Fritz Meyer is not known as a fear monger. He has been bullish on the long-term prospects of the U.S. stock market for over nine years and more than 100 monthly economic update webinars on Advisors4Advisors.com. About seven years ago, Fritz was derided in a review by an A4A  member as a “permabull.”  So when Fritz Meyer calls, just two weeks after his last webinar and says he needs to warn A4A members about the yield curve, it’s a peculiar type of breaking news event.  It’s news of immediate importance to strategic planners — fiduciaries who provide tax, financial and investment advice. 

   REPLAY   

Fritz and I have been producing monthly webinars together since early 2011 and Fritz only suggests an urgent session between regular monthly updates once every couple of years, maybe less.  We are committed to extra updates whenever the S&P 500 drops 10%, but Fritz rarely has requested sessions beyond the regular schedule. Brexit was one. When we plan these breaking news sessions, Fritz always insists he only needs 20 minutes and the update will, thus, not qualify for CE credit.  I always tell Fritz he will fill the time. That happened again this week. This session ran an hour and twenty minutes! It qualified for CPA CPE and is approved for CE credit from CFP Board, IWI, and The American College.

Some excellent questions from attendees, that could not be answered in today’s live webinar, will be addressed Fritz's next webinar on June 11. Thank you for the great questions and collaborating deeply with A4A. The session received a 4.9-star rating and the reviews from members are below. This session leaves a lot to think for advisors and we will be following up.

  • Outstanding.  I don't agree with everything but he does make you think and that's what it is all about.
  • Excellent. Fritz had great insights on the FED and the significance of their actions.
  • Fritz, tremendous job today with everything! Thank you for your obvious dedication to the A4A community and those of us who value the best advice and analysis out there. I am beginning to sound like a broken record with the accolades, having listened to your webinars for almost 10 years in the A4A group (or whenever you began presenting them). As Andy alluded to, some people along the way have accused you of being a perma-bull and so today's more somber mood certainly refutes the naysayers. Thanks!
  • The webinar is good, but if you're going to sound the alarm on the markets, don't then tell advisors to have their clients ride it out. Reducing risk by 25-50% is prudent after a 10 year run.
  • Excellent - so thankful we have Fritz to share his wisdom with us, and for him reaching out mid-month when there are significant developments.
  • One of the best. Great talking points for clients.
  • Outstanding! Thank you!
  • Webinar informative survey irrelevant
  • Great as usual
  • Useful.
  • Excellent and timely (also prompting some worrying on my side)
  • Excellent - thank you!
  • Love the webinar . However i had an appointment scheduled and the webinar ran over by 20 minutes!!! That caused me to be late for my appointment!!!!!!!!!!!!!!!!!!!!!!
  • Outstanding
  • The BEST
  • Better than his others which were great
  • Great
  • Awesome and timely!!!!
  • Outstanding and Timely
  • Timely, informative
  • I appreciate Fritz's balance in this - "hey, look at this thing that I see" - but not an reactionary "omygawd, SELL."  Informative without being alarmist.
  • Excellent analysis, thank you!
  • Very timely.  I wanted to make a comment but could not get the software to let me.  I wanted to note that in the last 30 days the market (DJIA) has already dropped 1,500 points.
  • Very timely! 
  • Great
  • Great timely information
  • Timely
  • When you see Fritz sounding a warning (not alarm bell), it certainly causes pause. Time to start ramping up more proactive phone calls to clients to get their expectations set.
  • Very timely
  • Very timely
  • Fritz always seems to add clarity to the numbers and provide easy-to-understand data that is simple to convey to clients.
  • Interesting

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With classes approved for over a decade by the CFP Board, IWI, and NASBA, Advisors4Advisors CE classes are an optimal knowledge stream for CFP®, CIMA®, CPA, CPA/PFS®, CFA®, and other practitioners. It's not a grab bag of speakers willing to sponsor CE content. Nor is it a one-man CE course. It's a group of subject matter experts with amazing communication skills and a history of thought leadership that, together, give advisors a well-rounded knowledge system for running a professional practice ethically and intelligently.

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A4A CE classes for financial professionals began in October 2008, the week Lehman Bros. collapsed. Initially billed as “The Financial Crisis Webinar Series,” A4A connects advisors with authoritative sources on investing, tax, and financial planning, chosen by A4A Editor Andrew Gluck, a veteran financial reporter. A4A members get a stream of CE classes for an advisor who: 

  • holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually 
  • values monthly CE classes by Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha, or Andrew Gluck
  • diversifies a core of client portfolios in low-expense funds
  • invests based on MPT and economic fundamentals
  • advises on tax and financial planning as well as investing
  • needs financial counseling skills
  • wants the Certified Financial Counselor™ designation 
  • is building a brand as a thought leader locally or in a niche
  • wants the facts when bad news breaks
  • wants CE aligned with a content marketing system
  • wants 24/7 access to CE on-demand
  • insists on objective evidenced-based tax and investment planning analysis
MEMBER REVIEWS 
William Desormeau, Jr.  
It is not possible for me to overstate the cumulative value that Craig, Bob and Fritz have added for over 10 years to my investment advisory practice, as well as for personal and family financial planning. A4A gets my highest recommendation
Lynn Najman, CFP®
I’ve subscribed to A4A since its inception, and always find it intellectually stimulating and on point. It’s one of the few CE solutions out there that doesn’t waste my time by pushing product or talking down to me.

PeteDeacon-CPA-CFP

Pete Deacon, CPA, CFP®
A4A has had a profound effect on my business. Since 2009, I’ve relied on the consistent messaging and updates to run my business successfully. Being able to present the information from Bob, Fritz, and Craig's ongoing CE webinars has been a significant benefit.

fredericMayersen-phd-cfp

Fredric Mayerson, MBA, PhD, CFP®
I've been a financial professional and professor of finance for 35 years and find Fritz Meyer and Robert Keebler to be among the most engaging, incredibly knowledgeable, and experienced presenters I’ve encountered. They deliver an extraordinary amount of information in an extremely interesting way — sequentially and developmentally, utilizing pedagogical tools and techniques that few possess.  A4A to is the most consistently excellent CE program available.  
Ron Roge, MS, CFP®
I’ve been attending A4A many years because the CE classes are outstanding, and my time is valuable. Though I have over 35 years of experience, I’m always learning something new on A4A. I attend fewer conferences now because the CE is generally not advanced. If you want to learn from the best, in a faster, easier, and less expensive way, I highly recommend A4A.

John R. Day, CPA/PFS®

I’ve been a member since 2011 and never miss the monthly webinars with Fritz Meyer. I appreciate Fritz’s independent views on the economy and markets and Bob Keebler keeps me updated on excellent tax planning ideas. A4A is a great value!

NormanPolitzinerCFP

Norman Politziner, CFP

I wouldn't miss a Fritz Meyer webinar unless my pants were on fire. I've relied on Andrew Gluck's knowledge systems --client communications and CE -- for two decades. It's simply the best solution for tax, financial, investment, and risk-management professionals.®   

Dan Hawley, CFP® 

A4A, for over a decade, has been a great resource for useful and accurate information and CE. A4A and Advisor Products are bargains for an advisory practice. 

KevinBrosious-CFP-CPA-PFS

Kevin Brosious, MBA, CFP®, CPA/PFS®

I get CPA CE credit and CFP credit for the webinars.  But not only that, the A4A content is terrific