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January 2006
::: Gary Kravitz, our Executive Vice President of Sales, was quoted at length in the most recent issue of Practical Accountant . The cover story, Close the Deal , talks about the growing awareness that execution and follow-through with regard to leads for new business require a structured approach.
July 10, 2005
::: BizActions in Practical Accountant
BizActions and one of our favorite clients, Robert Gold of Bennett Gold Chartered Accountants are featured in the latest edition of the Practical Accountant. We're included in a story about the importance of using customized communications to increase response rates.


The Advantages of Asset Allocation

An asset allocation strategy represents personal decisions about how much of your portfolio to allocate to various investment categories, such as stocks, bonds, cash, and other alternatives. Here are some of the advantages of developing an asset allocation strategy for your portfolio. 

The Sell Decision

For many investors, the only decision more difficult than which investment to purchase is when to sell. There are no hard and fast rules. Click "Full Article" for some general guidelines to consider.

A Global Investing Methodology

If you want to invest in international investments, consider a systematic approach that would include deciding how much you want to allocate to international holdings and whether you want to take a top-down or bottom-up approach. Here are six of the aspects involved in investing globally.

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