August 2, 2019 Why Modern Portfolio Theory Is Relevant in Wealth Management It’s true: Modern Portfolio Theory was introduced 70 years ago and has been actively used in investment management ever since. … Read More
July 31, 2019 The “Nanny Tax” Must Be Paid For More Than Just Nannies In 2019, if you pay a household worker cash wages of $2,100, you must withhold and pay Social Security and … Read More
July 29, 2019 Let’s Find A Better Way To Manage Your Receivables Timely collections are key to effective working capital management. If your company is experiencing substantial delays and write-offs, it’s time … Read More
July 26, 2019 Should You Revise Your Nonprofit’s Bylaws? Even if your nonprofit’s bylaws are outdated, you can’t just start revising them. First, you need to ensure you have … Read More
July 26, 2019 Participant Corner: Summer Homework For Participants This month’s employee memo gives participants “Summer Homework” encouraging them to do routine checks on their plan details to ensure … Read More
July 26, 2019 Attention: Accounting Rules Delays in the Works Several major accounting rules have been updated in recent years. Some changes are taking a lot more time and effort … Read More
July 25, 2019 Not Just for Seniors: When to Buy Life Insurance No one really loves to discuss life insurance except perhaps, well, insurance brokers. The subject alone inherently addresses end-of-life issues … Read More
July 23, 2019 How to Utilize Net Unrealized Appreciation in Your Tax and Investment Strategy Actively managing your tax liability year after year is a major factor in successful investing and should be a key … Read More
July 22, 2019 Why Do Companies Restate Financial Results? Lenders and investors count on the accuracy of your company’s financial statements, so a restatement may raise a red flag. … Read More
July 22, 2019 The SECURE Act It’s no secret that Americans are not saving enough for retirement. The U.S. Government Accountability Office (GAO) recently reported that … Read More
July 19, 2019 Protect Your Nonprofit From Occupational Fraud Threats Most nonprofits have occupational fraud risks particular to charities. But strong internal controls and other measures can help prevent your … Read More
July 19, 2019 529s vs ESAs: Exploring College Savings Plans It’s no secret that the cost of a college education has skyrocketed, and that more and more individuals are incurring … Read More
