Investment Professional CE, Fritz Meyer, Feb. 2021

Fritz Meyer
02/09/21 4 PM EST
CFP® Live CPA IWI
Program Id: 859207115
9.7
Average Attendee Rating
Poor Average Excellent

Class Description: Investment Professional CE, Fritz Meyer, Feb. 2021
This class updates investment professionals on the latest economic fundamentals and financial drivers.

Fritz Meyer shares analysis of the latest data economic data, applying a methodology developed over the past four decades. Among the data and main points covered:
• economists continue to expect a strong post-COVID recovery
• the amount of cash waiting to be spent or invested is astounding
• Wall Street strategists forecast another profitable year for stocks
• 0% rates as far as the eye can see
• stock market bubble? Not according to Fed
• foreign stocks and commodities fall off 25-year efficient frontier data
• does gold belong in a diversified portfolio?
• why a jobs recovery is years off
• household balance sheets
• S&P expected earnings and current valuation
• latest FAANGM valuations
• FAANGM PEG ratios
• savings explosion
• latest on Biden Administration’s American Rescue Plan
• the pace of deceleration of expected GDP
• unemployment rate
• new-job creation
• ISM purchasing managers survey for January
• newly released DPI and consumer spending charts
• latest LEI
• housing starts
 

This webinar is eligible for one hour of CE credit towards the CIMA® and CPWA® certifications, CFP® CE, PACE credit toward the CLU® and ChFC® designations, and live CPA CPE credit.

 

An Important Update From Fritz Meyer  
As unlikely as it may seem, a powerful new bull market in stocks and housing may just be getting started. But isn’t that always how bull markets happen?

In this 19-minute update, Fritz Meyer talks about an economic statistic no one has paid much attention to for four decades – M2. 

Fritz’s classes for financial professionals on Advisors4Advisors have received ratings of 9.7 out 10 for many years. 

This week’s update is one of the most important of the hundreds of weekly conversations I’ve had with Fritz in the past 10 years.

View the 2-minute consumer version of this video about M2


 

 

Fritz Meyer Economic Updates: Professional Versus Consumer Versions
Fritz Meyer's update on the right covers the latest twist in the housing data, September 0.7% increase in the LEI, and the consensus forecasts through mid-2022 in seven-minutes.  The last two minutes of the video is the consumer version for advisor clients. 

Because Fritz has educated advisors on economics for about 20 years, his updates are very concise. But they're not concise enough for clients.  

To retain clients and keep them on a financial plan, advusors must continually keep clients on course, especially during a pivotal week like this one, with U.S. tax, economic, and Covid-crisis policies riding on the national election.  

The long version of Fritz's update distills the crucial facts a financial professional needs to know right now, but the two-minute version that follows boils down the current outloook to a simple message. 

Financial fiduciaries are information gatekeepers, but the pace of news makes streaming strategic wealth management content on a continual basis extremely difficult to RIAs. Which is why we create a consumer version of thought leadership CE classes on A4A. 

Free consultation about how to use our platform in your RIA  
     

 


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

User reviews

139 reviews

 
(139)
4 stars
 
(0)
3 stars
 
(0)
2 stars
 
(0)
1 star
 
(0)
9.7
Average Attendee Rating
Poor Average Excellent
Already have an account? or Create an account
View all reviews View most helpful
10
Average Attendee Rating
Poor Average Excellent

Excellent as always

Was this review helpful to you? 
10
Average Attendee Rating
Poor Average Excellent
Was this review helpful to you? 
10
Average Attendee Rating
Poor Average Excellent

Fritz provides very useful information.

Was this review helpful to you? 
10
Average Attendee Rating
Poor Average Excellent
Was this review helpful to you? 
10
Average Attendee Rating
Poor Average Excellent
Was this review helpful to you? 
View all user reviews