Advisors4Advisors

This class was postponed from Tuesday to Wednesday, Dec 18 at 4 p.m., to include the FOMC meeting and SEP release. This monthly one-hour webinar, presented by Fritz Meyer, an independent economist and highly-rated educator, provides timely, data-driven analysis of the U.S. economy and global capital markets.

Drawing on the latest financial and economic indicators, the course situates current metrics within their long-term historical context, helping advisors formulate a concise, informed outlook for their clients. Fritz offers incisive analysis of Federal Reserve actions and forecasts, employment trends, consumer spending and savings, corporate earnings, and the key economic data points IARs must know to manage other people's money. Balancing current conditions with timeless investing principles, the learning objectives of Fritz Meyer’s monthly classes on financial economics include:

1. Understanding the "Soft Landing" Economic Scenario. The U.S. economy has avoided recession, driven by strong consumer spending, job creation, and steady GDP growth, challenging prior recession fears.
2. Navigating Inflation Trends and Federal Reserve Policy. Professionals learned how inflation indicators (CPI, PCED) influence Federal Reserve decisions, including rate cuts and pauses, and their impact on financial markets.
3. Wealth Effect and Consumer Spending Dynamics. The "wealth effect" of rising household net worth, fueled by strong stock markets and real estate values, drives consumer spending and economic resilience.
4. Analyzing Productivity and GDP Growth Potential. The role of productivity gains and immigration-driven labor growth in pushing GDP beyond its historical 2.2% trend, indicating a potential for sustained 3% growth.
5. Stock Market Valuation and Earnings Drivers. How corporate earnings drive stock prices, the role of P/E ratios, and why "Magnificent Seven" tech companies maintain high valuations with expected 20% earnings growth.
6. Construction and Real Estate Growth Opportunities. Despite higher mortgage rates, strong demand for housing (a 4.5 million-unit shortage) and robust commercial construction present opportunities for investment.

Program Policies:

For more information regarding administrative policies, such as refunds, cancellations, and complaints, email [email protected].

Advisors4Advisors is registered with the National Association of State Boards of Accountancy (NASBA) and is an approved CE sponsor for CFP®, CIMA®, CPWA®, CLU®, and ChFC® certifications. State boards of accountancy retain final authority on course acceptance. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors at www.nasbaregistry.org.