HB Blog: Online Marketing B2Beat

It was great seeing so many of you last week at the NYC @AccountingShow. Here’s a link to my presentation about the findings from the 2019 CPA/Wealth Advisor Confidence Survey™ with the one and only Rick Telberg @CPA_Trendlines. Click here for the presentation. As shown below, the highest performing advisors tend to put the greatest

As we compiled the results of our 2019 CPA/Wealth Advisor Confidence Survey™, we wondered if there were any data points separating the most optimistic advisors from all the rest.  Every type of advisor seems to be more concerned about the economy, the high value of the stock market, the inverted yield curve and Trump tariffs

With a three-day holiday weekend upon us, millions of Americans will be fleeing to their beach houses, lake retreats or mountain cabins to kick off the official start to summer. Parades, barbecues and traffic will be the main topics of conversation, but the subject of money (or lack thereof) inevitably surfaces whenever extended families spend

In this age of Amazon and Uber convenience, it’s tempting for many investors to take the “set it and forget it route” when it comes to retirement planning or tuition financing. In fact, defined contribution money managers reported a large jump in target-date assets under management to $1.44 trillion as of Dec. 31, up nearly

As the father of two teenage boys, I was intrigued by Vatsal Thakkar’s piece in Sunday’s New York Times: Forget Self-Driving Cars. Bring Back the Stick Shift. This summer, my sons will be fighting over the use of our 2003 Subaru Forrester—the black bomber with the leaky roof, the passenger side window that never quite

Our recently completed Wealth Advisor Confidence Survey™ 2019 found that nearly 90 percent of independent financial advisors and CPAs expect at least one more double-digit stock market correction over the next 12 months. Again, they don’t necessarily think we’ll end 2019 in negative territory, but they do think we’ll see some jarring bumps and potholes