{"id":112654,"date":"2023-06-14t11:55:04","date_gmt":"2023-06-14t15:55:04","guid":{"rendered":"\/\/www.g005e.com\/?p=112654"},"modified":"2024-08-27t17:02:09","modified_gmt":"2024-08-27t21:02:09","slug":"help-clients-manage-their-investments","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/06\/14\/help-clients-manage-their-investments\/","title":{"rendered":"help clients manage their investments"},"content":{"rendered":"<p><a class=\"external\" href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/10\/piggybank_investment_gjbcs8du.jpg\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-50389\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/10\/piggybank_investment_gjbcs8du-424x283.jpg\" sizes=\"(max-width: 424px) 100vw, 424px\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/10\/piggybank_investment_gjbcs8du-424x283.jpg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/10\/piggybank_investment_gjbcs8du.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/10\/piggybank_investment_gjbcs8du.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/10\/piggybank_investment_gjbcs8du.jpg 648w\" alt=\"piggy bank with word &quot;investment&quot;\" width=\"424\" height=\"283\" \/><\/a><strong>you may not have the expertise, but you likely know someone who does.<\/strong><\/p>\n<p><i>by ed mendlowitz<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/?s=mendlowitz&amp;s_cs=true\"><i>the 卡塔尔世界杯常规比赛时间 practice doctor<\/i><\/a><\/p>\n<p>investment allocation construction is a valuable service that helps a client get a perspective on their investments, their projected assets, the current and prospective cash flow from the investments and measures this against the client\u2019s individual risk tolerance and broad long-range goals.<\/p>\n<blockquote><p><b>more on marketing: <\/b><a href=\"\/\/www.g005e.com\/2023\/06\/07\/when-clients-remarry\/\">when clients remarry<\/a> | <a href=\"\/\/www.g005e.com\/2023\/05\/31\/questions-for-after-tax-season\/\">questions for after tax season<\/a> | <a href=\"\/\/www.g005e.com\/2023\/05\/10\/28-data-points-for-a-financial-planning-discussion\/\">28 data points for a financial planning discussion<\/a> | <a href=\"\/\/www.g005e.com\/2023\/04\/26\/four-reason-to-perform-tax-projections\/\">four reasons to perform tax projections<\/a> | <a href=\"\/\/www.g005e.com\/2023\/04\/19\/four-additional-services-to-suggest\/\">four additional services to suggest<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2023\/06\/14\/help-clients-manage-their-investments\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>many times the client has to be \u201ctaught\u201d basic investment principles, techniques and vehicles and have these related to what might be best for the client. then a portfolio model has to be constructed that will provide the right degree of risk with the feelings of security the client needs.<br \/>\n <a href=\"\/\/www.g005e.com\/2023\/06\/14\/help-clients-manage-their-investments\/#more-112654\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2023%2f06%2f14%2fhelp-clients-manage-their-investments%2f&amp;t=help+clients+manage+their+investments'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2023%2f06%2f14%2fhelp-clients-manage-their-investments%2f&amp;title=help+clients+manage+their+investments&amp;summary=you+may+not+have+the+expertise%2c+but+you+likely+know+someone+who+does.%0d%0a%0d%0aby+ed+mendlowitz%0d%0athe+cpa+trendlines+practice+doctor%0d%0a%0d%0ainvestment+allocation+construction+is+a+valuable+service+that+helps+a+client+get+a+perspective+on+their+investments%2c+their+projected+assets%2c+the+current+and+prospective+cash+flow+from+the+inv'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='linkedin'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-850px 0px'   \/> <span class=\"head\">share on linkedin<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2023%2f06%2f14%2fhelp-clients-manage-their-investments%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20help%20clients%20manage%20their%20investments&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2023\/06\/14\/help-clients-manage-their-investments\/\" title=\"email this: help clients manage their investments \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><a class=\"external\" href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/10\/piggybank_investment_gjbcs8du.jpg\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-50389\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/10\/piggybank_investment_gjbcs8du-424x283.jpg\" sizes=\"(max-width: 424px) 100vw, 424px\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/10\/piggybank_investment_gjbcs8du-424x283.jpg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/10\/piggybank_investment_gjbcs8du.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/10\/piggybank_investment_gjbcs8du.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/10\/piggybank_investment_gjbcs8du.jpg 648w\" alt=\"piggy bank with word &quot;investment&quot;\" width=\"424\" height=\"283\" \/><\/a><strong>you may not have the expertise, but you likely know someone who does.<\/strong><\/p>\n<p><i>by ed mendlowitz<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/?s=mendlowitz&amp;s_cs=true\"><i>the 卡塔尔世界杯常规比赛时间 practice doctor<\/i><\/a><\/p>\n<p>investment allocation construction is a valuable service that helps a client get a perspective on their investments, their projected assets, the current and prospective cash flow from the investments and measures this against the client\u2019s individual risk tolerance and broad long-range goals.<\/p>\n<blockquote>\n<p><b>more on marketing: <\/b><a href=\"\/\/www.g005e.com\/2023\/06\/07\/when-clients-remarry\/\">when clients remarry<\/a> | <a href=\"\/\/www.g005e.com\/2023\/05\/31\/questions-for-after-tax-season\/\">questions for after tax season<\/a> | <a href=\"\/\/www.g005e.com\/2023\/05\/10\/28-data-points-for-a-financial-planning-discussion\/\">28 data points for a financial planning discussion<\/a> | <a href=\"\/\/www.g005e.com\/2023\/04\/26\/four-reason-to-perform-tax-projections\/\">four reasons to perform tax projections<\/a> | <a href=\"\/\/www.g005e.com\/2023\/04\/19\/four-additional-services-to-suggest\/\">four additional services to suggest<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2023\/06\/14\/help-clients-manage-their-investments\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>many times the client has to be \u201ctaught\u201d basic investment principles, techniques and vehicles and have these related to what might be best for the client. then a portfolio model has to be constructed that will provide the right degree of risk with the feelings of security the client needs.<br \/>\n <a href=\"\/\/www.g005e.com\/2023\/06\/14\/help-clients-manage-their-investments\/#more-112654\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2023%2f06%2f14%2fhelp-clients-manage-their-investments%2f&amp;t=help+clients+manage+their+investments'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li>\n<li 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href=\"mailto:?subject=cpa%20trendlines%20:%20help%20clients%20manage%20their%20investments&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2023\/06\/14\/help-clients-manage-their-investments\/\" title=\"email this: help clients manage their investments \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li>\n<\/ul>\n<div 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