The Value of a Seasonal Approach

Bill Snyder, CFP®, CEP®, CRPC®, Regional Director of Financial Planning
November 30, 2018
As financial advisors, it is our responsibility not only to understand clients’ goals, analyze their current situations and make sound recommendations on how to accomplish these goals, but it’s also our mission to help them make the right decisions.Read more »

Keys to Making Wise Investment Decisions

Alan Zabloudil, AIF®, Director of Service, Operations and Capital Markets
November 26, 2018
In the wealth management business, behavioral finance is the study of the influence of psychology on the behavior of investors and the subsequent impact on the markets. It’s an important topic for discussion because of its explanatory power of irrational...Read more »

Washington Update

Shelley Yates, Communications Senior Advisor
November 19, 2018
Jeff Bush of The Washington Update, the industry thought leader guiding domestic clients through the complex and ever-changing political and tax environment, recently spoke at the 1st Global National Conference about what the midterm elections mean for investors and their...Read more »

Creating a Consistent, Exceptional Client Experience

Nate Biddick, CFP®, AVP, Practice Consulting
November 12, 2018
In order for a CPA firm to successfully function and provide the highest quality service experience to its clients when incorporating wealth management into its business, many changes will be necessary. However, there is one thing that should remain constant...Read more »

Students Need More than School Supplies to Succeed

Shelley Yates, Communications Senior Advisor
November 7, 2018
Most young adults are thrust into a financial world of increasing complexity without receiving any formal training on how to navigate. Many acquire credit card and student loan debt without understanding the terms—much less the repercussions—of signing up. Once they...Read more »

5 Quick Highlights of the New Tax Law

Shelley Yates, Communications Senior Advisor
November 5, 2018
As 2018 winds to an end, it’s time to both look back on the prior year and look forward into the new year. That also means it’s almost tax time, and this year may look a little different. The Tax...Read more »

Prevention and Response to Email Scams

Greg Wilson, Head of Information Security
October 31, 2018
With so much technology at our fingertips, allowing people to connect and communicate more quickly than ever before, it’s no surprise that some individuals have discovered ways to obtain unauthorized access to accounts and communications that aren’t their own. One...Read more »

Tis the Season for Donor-Advised Funds

Ken Nopar, American Endowment Foundation
October 29, 2018
With the peak charitable giving season just around the corner, it is again time for many Americans to begin planning which charities they wish to support, how much they want to donate, which assets to donate and whether they should...Read more »

Building Retirement Plans to Withstand Retirement

Shelley Yates, Communications Senior Advisor
October 24, 2018
1st Global advisor Jody Padar and Dr. Wade Pfau of Retirement Researcher recently sat down to discuss an often-overlooked aspect of retirement planning: retirement income. “A lot of retirement planning in the past has been on ‘What do you do...Read more »

Fraudulent Email Requests

Greg Wilson, Head of Information Security
October 22, 2018
The threat of receiving a fraudulent wire request because of a client’s compromised email account has not diminished; in fact, the number of these instances continues to increase. Never process any trade or distribution requests received through electronic means, such...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.