SPECIAL SECTION: Investment Planning Update - Investments - SOCIALLY RESPONSIBLE INVESTING - More and more investors are asking their financial advisers to evaluate a company's social conscience to make sure its products and services aren't objectionable. With socially screened mutual funds out-performing conventional funds, 2003 may be the time for CPAs to offer this investment strategy to their ...
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Journal of accountancy : publication of the American Institute of Certified Public Accountants. - Jersey City, NJ : Inst., ISSN 0021-8448, ZDB-ID 2193590. - Vol. 195.2003, 1, p. 52-57
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Investments - MUTUAL FUND STRATEGIES - With more sophisticated analysis tools and mutual funds that have adapted over time to meet investor needs, CPA-financial planners are likely to find an increased role for these funds in their clients' portfolios. Here are some strategies to take maximum advantage of this nearly century -- Old investment.
Harrington, Cynthia, (2002)
ARTICLES - Personal Financial Planning - USING MONEY MANAGERS - CPAs may find that individual money managers can help them provide tax, investment and other financial planning services to their clients. Selecting the right manager can be crucial to the success of this strategy.
Harrington, Cynthia, (2001)
Harrington, Cynthia, (2009)
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