ARTICLES - Investments - LESSONS OF A BEAR MARKET - How are CPA-financial planners helping their clients weather the first significant bear market in a decade? Most are meeting the challenge with equal parts of diversification, perspiration and inspiration. At the same time they are laying the groundwork so clients will be better prepared for the next market decline.
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|Authors:||Duffy, Maureen Nevin|
Journal of accountancy : publication of the American Institute of Certified Public Accountants. - Jersey City, NJ : Inst., ISSN 0021-8448, ZDB-ID 2193590. - Vol. 192.2001, 2, p. 20-26
ARTICLES - Employee Benefits - OUTSOURCING A 401(k) PLAN - Companies burdened by the responsibilities of operating a 401(k) plan may decide to outsource some or all of the plan's investment, administration and recordkeeping activities. CPAs can play an important role in selecting an outside plan provider, giving employers a chance to eliminate operational headaches, and providing employees with ...
Duffy, Maureen Nevin, (2001)
Oh, the Places You'll Go! When the JofA was launched, CPAs performed only a narrow range of jobs. Today the sky is the limit as accountants hold all manner of positions in both the public and private sectors.
Duffy, Maureen Nevin, (2005)
Personal Financial Planning - WHEN INVESTOR TRUST IS SHAKEN - Five investment advisers share their insights on keeping close to clients -- And to the funds they recommend -- When emotions run high. For CPAs who offer investment advice.
Duffy, Maureen Nevin, (2004)
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