Archive of: Finance

The stock market in 2014: up, but volatile

In the short term, markets move on current sentiment; longer term, they move on fundamentals

By Mark Connolly

10 ways to attract investors

There are a number of hurdles to clear before a business is ready to take the step

By Craig O. Allsopp

Taking stock of your family’s financial future

Whether inherited or newly created, getting your wealth was only half the battle

Crowdsourcing the transition called ‘retirement’

Not knowing what to expect psychologically and practically can create missteps

By Tom Sedoric

The difficult challenges facing Janet Yellen

Future actions of the Fed matter more than many people imagine

By Tom Sedoric

Small businesses thinking outside the capital box

Lending has been on the rise, but it’s not from the traditional sources

By Steve Lankler

Bond investment landscape looks gloomy

Better-than-expected economic reports have led to sharp movements in prices

By Daniel Cohen

New framework suggests new standards for small business financial reporting

But it doesn’t address all issues associated with what has become known as ‘little GAAP’

By Frederick G. Briggs Jr.

What Gloria Steinem taught me

The role of women in my life has been critical to my career as a financial advisor and my personal development as well

By Tom Sedoric

When do U.S. contractors owe taxes on Canadian construction projects?

American construction contractors and subcontractors should be aware that a Canadian tax may be payable related to projects undertaken in Canada

By Jeremy Veilleux and Stuart Lyons