Jennifer Hutchins, CFA and Martin Landry, CFA, CFP®, CAIA, CIMA®, CIPM, CTFA, AIF®
August 7, 2019
The end of the tentative trade truce between the world’s two largest economies triggered a sell-off on global stock markets and sent investors scurrying into safe-haven assets. On Monday, August 5, the Dow Jones Industrial Average fell 767 points (about...Read more »
Ryan George, AVP, Marketing and Communications
August 6, 2019
Jeff Pedowitz, President and CEO of The Pedowitz Group, recently interviewed me about marketing trends in the accounting/financial services industry as a part of the company’s CMO Insights series. Our conversation covered current B2B marketing/communications best practices, the changes taking...Read more »
Martin Landry, CFA, CFP®, CAIA, CIMA®, CIPM, CTFA, AIF®, Manager of IMRG and Senior Portfolio Manager
August 2, 2019
In a dramatic shift in monetary policy, the U.S. Federal Reserve (Fed) cut short-term interest rates by a 0.25% at the conclusion of the July 31 Federal Open Market Committee (FOMC) meeting. The reduction in interest rates by the U.S...Read more »
Shawn Baxter, CAMS, Manager of Centralized Compliance Controls
July 12, 2019
Sooner or later any advisor to families, be they young parents, single parents, grandparents and even other relatives or friends, will get the 529 questions: What is it, and how can I use it to help with educational expenses? Since...Read more »
Martin Landry, CFA, CFP®, CAIA, CIMA®, CIPM, CTFA, AIF®, Senior Portfolio Manager, Investment Management Resource Group
July 2, 2019
Commodities play a vital role in the global economy. While different from more widely known assets classes like stocks and bonds, they continue to be an important holding for investors. But for many, commodities – what they are, where and...Read more »
Desirée Damon, Multimedia Specialist
June 28, 2019
Remember your high school yearbook or your last trip to the DMV? It’s no surprise that, for many people, the thought of taking a professional photo fills them with dread. One by one, you step up to the line, stand...Read more »
Derek Popock, Product Solutions Consultant
June 25, 2019
More than 3 billion people use the Internet every day*, but some of them are not using the latest version of their preferred Internet browser. Keeping your browser up to date has several benefits. Security Out of date web browsers...Read more »
Desirée Damon, Multimedia Specialist
June 21, 2019
When it comes to websites and social media profiles, a picture is worth a thousand words. Unfortunately, for many people, the thought of taking a professional photo fills them with dread. Unlike the cover models of popular magazines, you don’t...Read more »

June 19, 2019
While technology provides many advantages to us in our daily lives, it can also be a source of risk to our personal information — especially while traveling internationally. Whether you’re traveling outside of the United States for business or pleasure,...Read more »
Emily James, CMP, Director of Marketing, Communications, and Events
June 18, 2019
When adding wealth management to your existing CPA practice , it is of vital importance to do one simple thing – tell people about it! It’s not enough to add a few service offerings to your webpage if your existing...Read more »

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About CPA Wealth Enterprise

CPA Wealth Enterprise is dedicated to educating and informing readers about developments, trends and insights regarding comprehensive wealth management. Written by experienced consultants and practitioners, CPA Wealth Enterprise is specifically tailored to a CPA audience that understands that wealth management is an ethical, service-based business. It provides important information on improving client satisfaction, building your business and improving your wealth management skills.