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Are your new goals the right goals for you?

For many people, January is the time of year to pursue new goals. As the years go on, this yearly goal-setting becomes routine. Even though you have new goals you're passionate about pursuing, your faith in your ability to accomplish them or your awareness about why you're...

source: By Michelle LaBrosse
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After the Equifax data breach, year-end tax planning may be even more important. Social Security numbers were among the data exposed in the Equifax hack, which affects up to 143 million people. Immediate to-dos have focused on fraud alerts, credit freezes and monitoring...

source: CNBC

The Financial Accounting Standards Board has issued a final standards update intended to improve and simplify hedge accounting rules. The new standard expands hedge accounting for financial and commodity risks, according to the FASB. It allows more transparency for the presentation...

source: Accounting Web

Recently, the Securities and Exchange Commission issued a risk alert urging broker/dealers, registered investment advisers and investment fund companies to take direct steps to improve their cybersecurity policies and practices.

source: Plan Adviser

The Senate Finance Committee held a hearing recently to discuss the business tax code and heard from a group of panelists, including a representative of the American Institute of CPAs. "Fair and equitable tax reform will drive economic growth and enhance the competitiveness...

source: Accounting Today

With only so many hours in the work day, would you rather spend time on crafting winning portfolios or building relationships with clients? Many advisors might prefer to do both, but they increasingly needs to outsource portfolio construction...

source: On Wall Street

Truth be told, investors live in two different worlds — a low-stakes world where rationality and calm, deliberate planning prevail, and a high-stakes world in which an investor's dark "shadow" side appears, driven by emotions ranging from fear, greed and ambition to...

source: Wealth Management


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