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 »
Tynecia Martin, MBA, LUTCF®, FSS, Channel Marketing and Brand Specialist
March 9, 2017
Online networking can be easy as long as you know what to focus on and how to optimize your profile to rise to the top of searches.Read more »
Moises Ospina, CIMA®, IMS Consultant
February 16, 2017
Success in investing is about identifying opportunities rather than timing the markets.Read more »
Bill Snyder, CFP®, CEP®, CRPC®, Regional Director of Financial Planning
February 6, 2017
There has been much discussion surrounding the right approach to serving clients and much debate regarding the frequency of meeting with clients.Read more »
John Hancock Investments
January 17, 2017
In today’s fixed-income environment, where anemic yields have become the norm, investors everywhere are facing similar challenges.Read more »
Martin Landry, CFA, CFP®, CAIA, CIMA®, CIPM, 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 »

What Do Investors Really Want?

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

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 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.