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 »
Jose Zepeda, IMS Trader
September 21, 2016
Emerging markets are a group of countries that are in a transition phase: They have maturing financial and regulatory systems, are open to foreign investment and trade liberalization, and are gearing toward becoming industrialized nations. The opening of these economies...Read more »
Rick Spencer, CFA, Fixed Income Trader
August 18, 2016
The search for income from investments has only become more challenging in recent years. For years, investors have been told that interest rates can only increase from here. The 10-year Treasury yielded in excess of 5 percent in 2006, and...Read more »
Moises Ospina, CIMA®, IMS Consultant
July 14, 2016
Central banks around the world have used monetary policy to stimulate economic growth. Creating credit expansion via the commercial banks was part of a carefully crafted strategy by central banks, but so far stronger bank regulations and the profitability of...Read more »
Jesper Rindboel
June 28, 2016
With the U.K.’s exit from the European Union — the Brexit — now a reality, there is a great level of uncertainty among investors as they try to discern what this means to their financial plans. After months of speculation,...Read more »
Alan Zabloudil, Director Advisor Support & Capital Markets
June 15, 2016
How you feel about market conditions and sentiment can greatly impact your decision to make your savings work harder for you through investing. In the wealth management business, the concept above is referred to as behavioral finance, which is the...Read more »
Greg Wilson, Head of Information Security
May 19, 2016
Cybercrime has become a prevalent problem in society today with the advancement of technology and instantaneous access to so many different online outlets. It seems that almost no one is safe nowadays — somebody’s identity is stole every three seconds...Read more »
Yogi Kraja
April 21, 2016
Under the leadership of Chairwoman Janet Yellen, the Federal Reserve Board (Fed) is on track in managing its dual mandate of stable prices and unemployment. With a strong U.S. dollar and slowing global economic output, lower commodity prices have not...Read more »
Natalie Merrill
April 3, 2016
At the 1st Global National Conference 2015, Carl Peterson, CPA, vice president of small firms at the American Institute of CPAs (AICPA), provided his thoughts and findings concerning the challenges and opportunities accounting professionals are facing today. As an advocate...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.