Martin Landry, CFA, CFP®, CAIA, CIMA®, CIPM, CTFA, AIF®, Manager of IMRG and Senior Portfolio Manager
January 17, 2017
Asset allocation involves dividing an investment portfolio among different asset categories, such as stocks from U.S. and foreign companies, bonds from governments and corporations, and cash or money-market funds.Read more »
Dale Brown, President and CEO, Financial Services Institute
December 28, 2016
When we say that the Financial Services Institute (FSI) is working to make sure all Americans have access to professional, objective financial advice, we mean all Americans.Read more »
Natalie Merrill
December 7, 2016
Many people have conjured up the idea that those individuals generationally classified as “millennials” spend their money on superfluous items and don’t practice the habit of saving their money enough. But many people are mistaken. A recent Bankrate “ Financial...Read more »
Alan Zabloudil, AIF®, Director of Capital Markets
November 15, 2016
There are a variety of resources investors can use — one of those being the LIBOR — to help them in their investment decisions and gauging the behavior of interest rates. I know what you’re thinking: “Another article on interest rates — exactly what I want to read again.” While you may debate which areas of that sentence should be emphasized, it’s undebatable that interest rates continue to be a red-hot topic among investors and financial advisors as they continue to grapple with the positioning of portfolios to weather any central-bank-initiated storm.Read more »

November 9, 2016
The following was compiled from several sources as well as thoughts and insights from 1st Global. U.S. and European stock markets were up sharply (1–to–2 percent) in mid-day trading Wednesday, a far cry from the tumult that engulfed global markets...Read more »
Natalie Merrill
November 9, 2016
While it seems many of the individuals we encounter on a daily basis live fairly comfortable lives, there’s one burden a large number of Americans have that they don’t post about on Instagram, Snapchat or Facebook: debt. Whether it’s student...Read more »
Dimensional Fund Advisors LP
October 20, 2016
Americans will soon head to the polls to elect the next president of the United States. While the outcome is unknown, one thing is certain: There will be a steady stream of opinions from pundits and prognosticators about how the...Read more »
Natalie Merrill
October 20, 2016
While many individuals think about their retirements and carefully plan for their futures after they leave the workforce, there are still certain fears present when they think about life after employment. The 2016 mid-year AICPA CPA Personal Financial Planning Trends...Read more »
Dale Brown, President and CEO, Financial Services Institute
October 19, 2016
With America in the thick of election season, we hear one question asked repeatedly in regard to various candidates and policies: “Who is looking out for the middle class?” Political fortunes will rise and fall across the country this November...Read more »
Moises Ospina, CIMA®, IMS Consultant
October 18, 2016
Clients often wish to invest money in short-term instruments, and while individual municipal bonds have been historically recognized as intermediate to long-term investments, there have been many recent opportunities in short-term municipal bonds for investors in higher tax brackets. The...Read more »

What Do Investors Really Want?

Learn surprising insights about the current state of professional financial advice with an exclusive report.

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.