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Sabrina Parsons is CEO of Palo Alto Software, developer of the business management and planning software LivePlan. Palo Alto Software develops software and tools specifically targeted for entrepreneurs and small-business owners, as well as CPAs, accountants, and bookkeepers. Sabrina assumed the CEO role in May 2007 and is responsible for Palo Alto's business planning, fiscal and strategic goals and all of the company's traditional marketing. She is a graduate of Princeton University.

Part of the charm of being short volatility is explained by the term structure of the curve, which is upward-sloping, or said to be in contango.

The insurer stuck with the bond manager after outflows spurred by the departure of Bill Gross prompting some analysts to call for a divestment.

Joe Leija is general manager of North America at Ingenico ePayments.

Since taking over as chief investment officer in 2011, she has worked to advance Palmer Square’s risk management, marketing, technology and operations.

Having gone through the lengthy and draining process, Exencial Wealth Advisors’ Michelle Scarver shares her No. 1 piece of advice for fellow planners.

Patrick O'Boyle is a founding partner of MSP Consulting and has more than 20 years of experience advising businesses in the areas of payment services technologies, customer service and support, as well as experience working across several industries, from startups to Fortune 500 businesses. Previously, O’Boyle was a partner with Accenture. MSP Consulting is an advisory and services firm specializing in optimizing payment acceptance programs for businesses. MSP Consulting audits several hundred merchant account programs each year.

Clients may want to create an account on Social Security's official website to get a good estimate of their retirement benefits.

Nora Lissy, RN, is director of healthcare information for Dimensional Insight.