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, 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, 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 »

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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.