CPA|Wealth Management

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 »

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 »

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 »

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 »

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 »

Due to the rising dangers of information and identify theft that are more prevalent than ever with the current advancements in technology, a key component of recruiting clients and retaining the clients you already have is assuring them that their...Read more »

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 »

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 »

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 »

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 »