Investing

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

Adjusting Client Expectations Of A Diversified Portfolio

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

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

Life Settlements Get a Boost From Tax Reform

 

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We’re for you if you’re a fiduciary who:

--  relies on economic fundamentals

--  broadly diversifies a core of portfolios in low-expense funds and ETFs

--  strategically invests based on MPT

--  offers tax and financial planning advice

--  values thought leadership when bad news breaks 

--  likes the work of Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck

 

A4A courses accredited by the CFP Board, IWI, and NASBA power a special brand of independent financial advice. We also leverage the Web to benefit of consumers as well as fiduciaries enrolled in our classes.

 

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