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Conservatism and Simplicity In Investing
By Frank Sisco, CPA, PFS

Where does the CPA fit in...
Among professional advisors, a client’s CPA is in a good position to help that client with investment-related decisions, assuming the CPA has taken an active role in the client relationship to understand the client’s objectives, goals, needs, sensitivities and temperament, family situation, financial circumstances, outlook etc.
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Selecting a Mutual Fund?
Marcum & Kliegman, LLP

With the proliferation of mutual funds in the last ten years, it is important to choose the right fund for your investment style. You can find a fund that meets your needs by using the criteria below. Your broker, mutual fund rating agencies (like Morningstar), or a fund itself can provide the information required.
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Simplify Your Financial Life Through Account-Aggregation Using Your CPA
Frank Sisco, CPA, PFS

The hottest trend going today in financial services is Account-Aggregation. The internet now makes it possible for people to easily access all their updated financial information in one spot at the click of a button. Here is why both CPAs and their clients stand to benefit - and big time.

What is account-aggregation
Account-Aggregation is a term referring to the process of consolidating an individual’s various financial accounts, such as bank accounts, investment accounts and insurance information, in one spot, easily accessible to the individual and to his or her advisor. This process has greatly increased in popularity within the last year, with the proliferation of websites offering aggregation, including major financial companies (Citibank’s MyCiti.com) and large brokerage firms (Greentrak.com for high-end clients of Merrill Lynch, Paine Webber, and myCFO.com) as well as financial websites such as Yodlee.com and OnMoney.com who are tied in with major portals. MyAccounts on America Online has the potential of eventually bring aggregation to millions and making aggregation an everyday word.
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