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by Diahann W. Lassus, MBA, CFP®, CPA/PFS
Center for Women's Business Research Horizons 12/2010
Stocks began 2010 on an up note but we were soon forced to deal with many issues that moved in and out of focus throughout the year. read more »
by Diahann W. Lassus, MBA, CFP®, CPA/PFS
AICPA 4/22/2010
We celebrated our 25-year anniversary this year and during that time we have used many different systems to review client portfolios and for rebalancing accounts. Reducing the manual effort is always a priority because we recognize how little value the process adds to the client experience. read more »
by Diahann W. Lassus, MBA, CFP®, CPA/PFS
Wall Street Journal 12/10/2009
So many consumers don't really get financial planning: They make the assumption that financial planning simply means investing, and vice versa. As a result, we spend a lot of time and energy trying to explain to people that there are many other aspects of financial planning. read more »
by Diahann W. Lassus, MBA, CFP®, CPA/PFS
New Jersey Business 12/1/2009
With so many headlines about fraudulent behavior on the part of some financial advisors, it is more important than ever to proceed cau- tiously when hiring an advisor. read more »
by Diahann W. Lassus, MBA, CFP®, CPA/PFS
Thinking Beyond Numbers 6/22/2009
Per an email from NAPFA Nation Chair Diahann W. Lassus addressing the New York Times article by Ron Lieber from June 5th entitled Finding Financial Advice in an Age of Bad Behavior: read more »
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Phone (908) 464-0102
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