Advisory Archives

Advisory

Financial Planning July 25, 2026

2026 Comic Book Investing: A Mid-Year Report Card

Comics are serious, solid investments. The market is strong and diverse, with comics from various genres and time periods appreciating in value.

Vincent Zurzolo

Accounting October 31, 2022

AICPA News – Nov. 1, 2022

AICPA News is a round-up of recent announcements from the American Institute of CPAs (AICPA).

Mary Girsch-Bock

Advisory October 27, 2022

U.S. Economy: Invoices Being Paid Later, But Sales Growth Still Positive

Sales growth slowed to 6.7% year-over-year in June. This is the smallest y/y rise in sales since February 2021.

Isaac M. O'Bannon

Accounting October 24, 2022

7 Ways to Help Clients Prep for a Recession

One way to ease uncertainty is to do prep work to try and determine how a recession will impact a business's operations.

Accounting October 24, 2022

4 Strategies to Manage AP in a Time of High Inflation

As inflation reaches generational highs, many organizations are looking to build more resilient businesses that can withstand rising prices and the higher cost of capital.

Advisory October 24, 2022

How to Protect Your 401(k) From a Market Crash

Here are some ways to protect your hard-earned 401(k) when the market heads south.

Accounting October 20, 2022

Companies Issue Unrelated News When SEC 8-K Disclosure Has Bad News, Study Finds

Companies that file a form 8-K containing negative info are 7% more likely to concurrently issue a press release with good news.

Advisory October 20, 2022

How CFP® Certification Can Sharpen Advisory Skills

As more and more accountants look to broaden their careers, many will look to financial planning as a natural extension of their current skill set.

Firm Management October 17, 2022

5 Ways to Grow Your Client Base

Keeping your pipeline full should be a top priority. While marketing is an effective way to attract new clients, it isn’t the only thing that you should do to grow your client base.

Joeseph Graziano