{"id":3778,"date":"2009-06-22t13:40:45","date_gmt":"2009-06-22t18:40:45","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=3778"},"modified":"2024-11-19t21:49:47","modified_gmt":"2024-11-20t02:49:47","slug":"cpas-shuns-stocks-tell-investors-go-cash-gold-bonds","status":"publish","type":"post","link":"\/\/www.g005e.com\/2009\/06\/22\/cpas-shuns-stocks-tell-investors-go-cash-gold-bonds\/","title":{"rendered":"cpas tell clients: put your money in cash, gold, bonds"},"content":{"rendered":"<p><em><span style=\"font-style: normal;\"><strong>the aicpa is reporting that a<\/strong><\/span><span style=\"font-style: normal;\"><strong> significant number of cpa financial planners &#8211; 40 percent &#8211; are strongly recommending that their clients hold larger cash positions. <\/strong><\/span><\/em><\/p>\n<ul>\n<li>thirty percent are recommending commodities such as gold and precious metals.<\/li>\n<li>eighty percent of cpa financial advisors surveyed are strongly recommending their clients move toward a mix of growth and income securities, according to the survey.<\/li>\n<li>sixty-five percent are also recommending more fixed-income securities.<\/li>\n<\/ul>\n<p>lyle k. benson, jr.,  cpa\/pfs, founder of l.k. benson &amp; company, baltimore, md., said the  behavioral changes in wealthier americans illustrate the need for a greater  emphasis in financial planning. &#8220;we are reassessing our clients&#8217; risk tolerance  and when necessary reallocating their current portfolio assets,&#8221; benson  said.<\/p>\n<p>cpa personal financial  specialists are advising clients to rebalance their portfolios, reassess their  tax planning and control their expenses and cash flow. what that means for  individual choices about asset classes and portfolio decisions depends on what  the individual&#8217;s investment goals are, what their risk tolerance is and how much  of their net worth is available for investment, according to benson.<\/p>\n<p>&#8220;now more than ever, our clients are  seeking our financial expertise to guide them through these uncertain economic  times,&#8221; said benson.<\/p>\n<ul>\n<li>in anticipation of future tax  increases, 67 percent of cpa financial advisers said their clients are  accelerating capital gains, according to the survey.<\/li>\n<li>half of clients are  increasing contributions to qualified retirement plans, such as 401(k)s and  iras.<\/li>\n<li>in terms of wealth transfer, nearly 60 percent of cpa financial planners  are recommending paying medical and \/ or education bills directly for family  members and<\/li>\n<li>50 percent of cpa financial planners are recommending gifting  devalued assets.<\/li>\n<li>sixty-four percent of personal  financial specialists foresee a small increase in the benchmark standard &amp;  poor&#8217;s 500\u00c2\u00a0over the next six months.<\/li>\n<li>slightly more than half, 53 percent expect  a small increase in bond yields, while 62 percent anticipate a small decrease or  no change in commercial real estate values.<\/li>\n<\/ul>\n<p>clients are saying that they&#8217;re  dining out less frequently and ordering less expensive wines and premium liquor  brands. many are having items repaired, rather than purchasing new ones and  they&#8217;re taking fewer or less expensive vacations.<\/p>\n<ul>\n<li>ninety-one percent of the cpa  financial planner survey respondents serve individual clients with a net worth  valued up to $5 million.<\/li>\n<\/ul>\n<p>cpas holding the  personal financial specialist credential are experienced professionals who are  in the best position to help their clients to stay on track with their financial  plans even when the economy takes unexpected turns.\u00c2\u00a0 pfs credential holders have  the education and expertise to help people develop financial plans that  anticipate and protect against downturns.<\/p>\n<ul>\n<li>during the last six months, 57  percent of cpa\/pfs clients have been reviewing their portfolios more frequently,  according to the survey.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>the aicpa is reporting that a significant number of cpa financial planners &#8211; 40 percent &#8211; are strongly recommending that their clients hold larger cash positions. thirty percent are recommending commodities such as gold and precious metals. eighty percent of &hellip; <a href=\"\/\/www.g005e.com\/2009\/06\/22\/cpas-shuns-stocks-tell-investors-go-cash-gold-bonds\/\">continued<\/a><\/p>\n","protected":false},"author":17,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[1905,5],"tags":[53],"class_list":["post-3778","post","type-post","status-publish","format-standard","hentry","category-clients-and-service","category-outlook","tag-pfp"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v24.0 - 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