Dec 26, 2023
Dec 19, 2023
Alex Fratila, CFA speaks with host Chris Boyd about Managed Futures. Learn what are the benefits of use of futures in designing an investment portfolio. How they work, what asset classes can be represented, and how inclusion of a managed futures strategy into clients' portfolios has the potential to help...
Dec 12, 2023
Collaborating with a Daily Money Manager to Enhance Client Relationships
We all have clients that don’t always know where their money goes each month, who struggle to find important documents when they need them, who hate opening their mail and paying their bills, and who stress around tax time trying to get...
Dec 5, 2023
Sometimes it can be hard finding a CPA or tax professional that actually does tax planning for clients, not just tax preparation. This challenge has only grown over the last few years as more and more accountants have retired or left the industry and is likely to only get worse seeing as 70% of CPAs reached retirement...