Long-Term U.S. Fiscal Outlook Leaves Fritz Scratching His Head

Dr. Craig Israelsen Responds To A Skeptic

Turning Tax Strategy On Its Head To Serve Wealthy Clients In High Income-Tax States

Move along. Nothing to see here.

Part 2 Of Fritz’s February 2015 Economic Update


Let’s Make This Easy


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.