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  • Should you invest internationally?

    July / August 2020
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 402

    Abstract: The average U.S. investor’s stock portfolio allocates 90% to domestic securities. But ignoring international markets may be a big mistake. This short article lists several potential advantages — including reduced volatility — of investing in foreign equities.

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  • Do you know what to do with an SOC report?

    August / September 2018
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 402

    Abstract: Service organization control (SOC) reports come in several varieties. They generally pertain to service organizations, like retirement plan recordkeepers or third party administrators (TPAs). The American Institute of Certified Public Accountants (AICPA) determines the scope of each SOC report. This short article reviews the types of SOCs and the reason for their use.

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  • Pondering the purchase of a life insurance policy

    November 2017
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 402

    Abstract: What, if any, role life insurance should play in one’s financial plan depends on a variety of factors. This article examines some of those factors, including whether a person has dependents and his or her net worth.

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  • Facilitating a smooth independent audit

    Spring 2017
    Newsletter: Nonprofit Observer

    Price: $225.00, Subscriber Price: $157.50

    Word count: 402

    Abstract: Preparing for and accommodating an independent audit can be stressful for nonprofit staffers. But, as this article relates, understanding the process and making the right records available can help ensure that everyone is comfortable with the audit and its results.

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  • Take stock of inventory

    April / May 2017
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 402

    Abstract: A small business’s ability to track inventory and minimize errors, omissions and fraud depends on the existence of a robust inventory reporting and tracking system. This brief article defines several general elements an inventory tracking system needs to include — whether it’s manual or computerized — including inventory requisitions, receiving reports and an inventory ledger. The article also suggests that the determination of whether an inventory system is effective may require occasional site visits and interviews with owners and managers.

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  • Ask the Advisor – Is a bridge loan right for me?

    November / December 2014
    Newsletter: Real Estate Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 402

    Abstract: As the real estate market rebounds, bridge loans can provide an interim financing option for investors and developers until they’re able to secure long-term financing. While such loans provide several benefits, they also come with some disadvantages worth weighing before jumping into the loan. This article discusses the ins and outs of bridge loans.

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  • Ask the Advisor – Q: Will the new reporting method for goodwill affect my company’s merger?

    June / July 2014
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 402

    Abstract: The Financial Accounting Standards Board (FASB) has issued an Accounting Standards Update that provides private companies with an alternate method of reporting goodwill under Generally Accepted Accounting Principles. Adopting FASB’s standard could reduce the cost and complexity of preparing financial statements. But as this column suggests, the alternate method may prove troublesome if a private business is subsequently acquired by a public company.

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