Strategies

Adjusting Client Expectations Of A Diversified Portfolio

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by agluck     October 11, 2018      0.0 (0) 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:   

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

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by agluck     July 12, 2018      0.0 (0) 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 re

Life Settlements Get a Boost From Tax Reform

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by GlennDaily     December 24, 2017      0.0 (0) Optimal tax theory is a serious field. You could spend your life studying it. So let's start by referencing examples of fine work: N. Gregory Mankiw, Matthew Weinzierl and Danny Yagan, “Optimal Taxation in Theory and Practice,” Journal of Economic Perspectives, Fall 2009. Peter Diamond and Emmanuel Saez, “The Case for

Amid Political Instability And Volatility, Rave Reviews and 4.9-Stars For Fritz Meyer

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by agluck     April 12, 2018      0.0 (0) Economic risk is a constant but U.S. political instability is new. With images of Syrian children choking on sarin gas and on the brink of a U.S. constitutional crisis, economist Fritz Meyer somehow makes sense of the world, or at least makes you not abandon optimism, according to the reviews of the latest monthly economic update webinar.  Of 12

Upon Nine Years Of Webinars For Advisors, Fritz Meyer’s 4.9-Star Rated CE Session

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by agluck     October 11, 2017      0.0 (0) Independent economist Fritz Meyer received an average rating of 4.9 stars (out of 5) yesterday from 100 of the independent advisors attending his quarterly update.   Considering the strong opinions advisors hold on this topic and that it was a 100-minute, two-credit session that went 15 minutes overtime, a 4.9-star rating is incredibl