Ryan George, AVP Marketing
October 11, 2017
Have you or someone you know purchased an expensive home because it’s the one you’ve always dreamed about? You imagined your children playing in the yard or everyone gathering under one roof for the holidays. Could you afford it? Was...Read more »
Greg Wilson, Head of Information Security
September 26, 2017
As technology continues to evolve on what seems like a daily basis, many companies persistently seek ways to improve their businesses in the most efficient and effective means possible. For some, this means transitioning to “the cloud.” The cloud is...Read more »
Joan Alexandre, Investment Analyst II
September 15, 2017
As exists with the equity and fixed-income universe, there are many options when considering alternative investments: from venture capital to fine art. However, within capital markets’ murky corners, hedge funds have the most name recognition. These much maligned and often...Read more »
Joan Alexandre, Investment Analyst II
August 25, 2017
Sir Isaac Newton’s third law of motion states that for every action, there is an equal and opposite reaction. Not only does this describe the symmetry of the physical universe, but experience and observation also reveal the principle at work...Read more »
Rick Spencer, CFA, Fixed Income Trader
August 23, 2017
An investment decision has always been a wager that one has more knowledge and better insight into an investment opportunity than the next person. From the beginning of investable markets, this has been the case — the investor with his...Read more »
Moises Ospina, CIMA®, IMS Consultant
July 27, 2017
The Federal Reserve’s balance sheet (which is a standard balance sheet that consists of assets and liabilities) has grown to $4.5 trillion, including Treasuries and mortgage‑backed securities (MBS). Before the financial recession, the balance sheet held far less assets. In...Read more »
Joan Alexandre, Investment Analyst II
July 5, 2017
The adage “ a rising tide lifts all the boats ” was introduced to the American lexicon with President John F. Kennedy’s 1963 dedication of the Greers Ferry Dam in Heber Springs, Arkansas. “This State…has a million cars…They were built...Read more »
Christopher Ricci, CFP®, Financial Advisor, Briggs Advisory Group
May 17, 2017
Whether you’re nearing the end of your career or just entering into the workforce, it’s imperative that you are properly investing your money in your future by saving for retirement. Unfortunately, not all Americans are putting this important principle into...Read more »
Jose Zepeda, IMS Trader
April 20, 2017
The evolution of technology has increased our ability to store and analyze seemingly meaningless information in ways that increase productivity and expand our knowledge of the world around us.Read more »
Rick Spencer, CFA, Fixed Income Trader
March 13, 2017
Interest rates have begun to trend higher after bottoming in July 2016. After reaching a low of 1.36 percent last year, the 10-year Treasury yield recently hit 2.6 percent and currently rests at a 2.56-percent yield, as of March 8, 2017. Higher interest rates have benefited bond buyers with higher starting yields but will become a source of concern if rates continue to climb.Read more »

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About CPA Wealth Enterprise

CPA Wealth Enterprise is a monthly newsletter 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.