Thoughts on Investing (Winter 2019) – Changes in the RIA Industry and what they may mean for investors

  |  December 11, 2019

Download printable newsletter Back in October, Charles Schwab & Co. made headlines when they announced they would charge zero commissions for trades of Equity and Exchange-Trade Funds (ETFs). Other discount brokerage firms, such as TD Ameritrade and Fidelity Investments, soon followed suit. But TD Ameritrade, which attributes a greater percentage of its revenues to trading... Read More

The Clock Is Ticking: Why Contractors Should Comply with FASB’s New Accounting Standards

  |  November 26, 2019

Companies who do business in industries such as construction, manufacturing and real estate are heavily impacted by the new revenue recognition rules imposed by the Financial Accounting Standard Board (FASB), effective January 1, 2019 (for annual reporting – and in 2020 for interim periods). As these rules removed the ability to apply separate accounting rules to contractors, many companies may be unsure how best to proceed under the new rules. Read more. Read More

Capital Conversations (Fall 2019) – Changes, Hard Decisions and Things Learned from My Clients

  |  November 25, 2019

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Perhaps one of the most interesting discoveries in modern history was the structure of DNA. As we continue to study our genetic makeup, we are making fascinating discoveries about history, physiology, and disease. CRISPR technology is allowing us to make changes to the genetic structure of plants and animals. And as the technology improves, we can see potential benefits for humans ...Read more. Read More

Steps for Safeguarding Connected Medical Devices Against Cyberattacks

  |  October 24, 2019

In recent years, medical devices, such as electronic health records (EHR) systems and advanced bed and fall monitors, have played a key role in health care settings, with the average hospital room containing nearly 15-20 connected devices. Though some of these devices run on onsite operating systems, others contain external vulnerabilities that put hospitals at a greater risk for data breaches. Read more. Read More

Market View (Fall 2019) – Ethics in Biotechnology: Just Because We Can …

  |  October 22, 2019

Perhaps one of the most interesting discoveries in modern history was the structure of DNA. As we continue to study our genetic makeup, we are making fascinating discoveries about history, physiology, and disease. CRISPR technology is allowing us to make changes to the genetic structure of plants and animals. And as the technology improves, we can see potential benefits for humans ...Read more. Read More