Strategies

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

images/fritz-fivestars-REPLAY.png
by agluck     November 20, 2018      0.0 (0) 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 year

Adjusting Client Expectations Of A Diversified Portfolio

images/fritz-20181010-banner.png
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:   

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

images/drawdowns.png
by agluck     September 30, 2018      0.0 (0) 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

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

images/opinion.png
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

images/IRS-Logo-Clear.png
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