The Latest

Jason Blumer is the founder of Thriveal and the chief innovative officer of his CPA firm, Blumer & Associates. He is the co-host of the Thrivecast and The Businessology Show and speaks and writes frequently for CPAs and creatives, his firm’s chosen niche. He loves to watch documentaries on just about anything. He lives in Greenville, South Carolina with his wife and their three children.

As coronavirus roils the economy, planners have a rare opportunity to show their worth and lock in client loyalty.

It’s one of several ways that the firm is working to keep growth plans on track.

There are important distinctions between 2020 and that meltdown 10 years ago, writes John Taft.

Joseph Mickle is managing director of the Machinery & Equipment practice at Valuation Research Corporation.

Nathan Emanuel is vice president of the Machinery & Equipment practice at Valuation Research Corporation.

Daniel Brunow is a senior vice president in the Real Estate practice at Valuation Research Corporation.

Deposits increased by almost $30 billion in March alone, with clients shifting out of equities and into cash.

The firm expects a second wave of opportunities, particularly in commercial mortgage-backed securities and collateralized loan obligations.

The poor showing may lead investors to question why they’re paying some of the highest fees in the money management industry.