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Browse Bernstein, Phyllis J.

1-11 out of 11 article(s)
Title Type Date Words
Investing after 50: keep the "gold" in your golden years. Jun 1, 2003 4124
Peering into the mind of the millionaire client. Mar 1, 2003 426
What's hot, what's not: what every CPA should know to keep pace with the changing investment climate. Jan 1, 2003 3430
The hedge fund mystique: making money with an investment that goes against the flow. May 1, 2002 3287
A primer on exchange-traded funds: CPAs should know the difference between ETFs and mutual funds. Jan 1, 2002 3080
Entering the realm of investment services. Oct 1, 1998 3453
Managing client assets. Jan 1, 1998 5139
Perceptions and expectations of CPA financial planners. Cover Story Jun 1, 1996 2146
Individual's risk management. Jan 1, 1996 668
New guidance on personal financial planning engagement functions and responsibilities. Dec 1, 1992 1584
Financial adviser regulation alert; federal and state efforts could make it harder for many CPAs to conduct business. Sep 1, 1990 2438

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