Gregory Garrett | March 16, 2018
During the past few months we have spoken with hundreds of companies’ chief executive officers (CEOs) from numerous U.S. and global industries, including financial services, healthcare, government contracting, automotive, manufacturing, private equity, and law firms, about the importance of cybersecurity. From these conversations, we have concluded that the three most frequently asked questions by CEOs are:
What should we know about cybersecurity? , what should we do about cybersecurity?, and how do we assess the quality of our cybersecurity program? Read more. Read More
REDW Wealth | March 9, 2018
To achieve your financial goals, your financial plan should be reviewed periodically to ensure it accounts for personal as well as macro-economic changes. This could not be more relevant given the recent passage of the Tax Cuts and Jobs Act. In fact, a recent poll conducted by the AICPA (American Institute of Certified Public Accountants) found that “three in five Americans said they’re very or somewhat likely to change their personal financial plans” as a result of the new federal tax law.
As you discuss your specific needs with your personal financial planner, the following article from the Journal of Accountancy details three strategies you may want to consider.
If you have any questions regarding the article or other issues related to your financial plan, please contact Paul Madrid at REDW Stanley. Read More
Laura Hall | February 16, 2018
As a wealth management company affiliated with REDW LLC, one of the largest regional CPA firms in the U.S., REDW Stanley Financial Advisors is able to offer our clients an array of financial planning services.
We assist clients in clarifying their vision, goals and objectives for their financial future. We assess and analyze where they are now, and then develop a written strategic plan with specific action steps that can help our clients achieve these goals and objectives and realize their vision.
In delivering financial planning services to our clients, we follow the Four C’s. Read more. Read More
Daniel Yu | February 6, 2018
As we noted in our recent Year in Review newsletter, we expected volatility to increase in 2018, and here in the early days of February 2018 we see that volatility increasing as the S&P 500 has declined more than 5% in the last two days. Many headlines say that the recent decline is due to increased worries over inflation, and how the Federal Reserve will react to unexpected inflation news. While that may be a part of the rationale for there being more sellers than buyers, we tend to think this is a rather weak argument. Although the two main inflation indicators the Federal Reserve uses have been accelerating in recent months, they are not indicating a rapid return of inflation. It seems other reasons exist for the recent downturn. Read more Read More