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It’s the Only Family You Have! Let’s Keep Everybody Happy Using Good Governance and Planning to Promote Cohesive Investment Decision Making By Kelly Westfall, CPA, CFA   Collaborating [...]

It’s Complicated! What the Trump Economic Policies Really Mean for the Economy By Kelly Westfall, CPA, CFA Republican talk radio host, Hugh Hewitt, referred to Speaker of the House Paul Ryan as [...]

The New Essentials of Investment Due Diligence Matching Strategy with Product By Kelly Westfall, CPA, CFA   The Ever-Evolving Essentials of Investment Due Diligence In the wake of the 2008 [...]

Performance Reporting and Analytics Managing Risk Through Information   Performance Reporting and Analytics What are the Basics? Proper portfolio monitoring can disclose when a manager [...]

Due Diligence Pitfalls Big Risks Hiding in Obvious Places By Kelly Westfall, CPA, CFA It is true that this list does not include every critical investment risk we try to minimize with planning [...]