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 »
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 »
Shawn Baxter, CAMS, Manager, Centralized Compliance Controls
March 28, 2016
With all of the available technologies at hand today, scammers aren’t limiting themselves to computer hacking methods to steal individuals’ identities — they are now using tactics via phone and email to threaten taxpayers into providing personal and financial information...Read more »
Rick Spencer, CFA, Fixed Income Trader
March 25, 2016
The decline in energy prices over the last two years has benefited American consumers through lower gasoline and utilities costs while holding down inflationary pressure. Lower-income families can spend more than 20 percent of their incomes on energy, including both...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.