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NJBIZ | 2024 People to Watch in Finance

NJBIZ once again presents our list of business people who are doing great work without making a lot of news. The individuals profiled have either completed difficult tasks, are creating game-changing innovations or leading others in those endeavors. The common thread is that you, the reader, might never have heard of them. But you will. The NJBIZ Power lists recognize the most influential business leaders in the state. Many of those folks have spent their entire careers building businesses, ascending the ranks of corporate management, training new generations or in some other way making New Jersey a better place to live, work and do business.

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NJ CPA Magazine | Tax-Loss Harvesting: An All-Year Obligation, Not Just a Year-End Chore (Page 16)

New Jersey CPA is the Society’s award-winning membership magazine. Written by CPAs for CPAs, each issue covers an in-depth, timely topics affecting the profession – whether you’re a seasoned veteran or just starting out in your career. You’ll also find practice-area articles in auditing, financial planning, forensic accounting, industry, tax, technology and more. And, you’ll learn about what’s going on at the NJCPA: upcoming events, discounted CPE and volunteer opportunities.

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NJBIZ | NJBIZ unveils 2024 Leaders in Finance honorees

The NJBIZ Leaders in Finance awards celebrate New Jersey’s financial executives at all levels who contribute to the success of their companies as well as their communities. And the 2024 honorees are prime examples of leadership in the industry.

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CBS News | do long-term CDs make sense in today’s rate environment? What experts say.

Inflation soared during the pandemic, and the Fed’s efforts to tame it drove up interest rates over 2022 and 2023. While the annual inflation rate in 2020 was a mere 1.23%, it peaked at 8% in 2022 before settling at 3.4% for the 12 months ending in December 2023. Similarly, the Fed’s aggressive cycle of rate hikes pushed the effective federal funds rate from 1.55% to 5.33% during the same span, according to Macrotrends.

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Inc. Magazine | Best Workplaces 2024

Green Ridge Wealth Planning
A fee-only fiduciary, specializing in wealth management for business owners, delivering Wall Street experience without the corporate nonsense.

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U.S. News & World Report | Checklist for Handling the Death of a Spouse

Life and bills go on, which anyone who loses a spouse quickly discovers. You may be emotionally gutted, but the electric still needs to be paid. There are also plenty of documents you’ll need to collect, forms to fill out and numbers to call, all at a time when finances may be the last thing on your mind.

If you have lost a spouse, consider this financial checklist.

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Forbes | Avoid These Five Reasons Investors Fail

Everyone’s heard the adage “buy low, sell high.” However, what most investors don’t take into consideration is how they act in moments of fear and greed. So, how do you get around that to become a successful investor and avoid a failing investment strategy? Let’s look at five reasons your portfolio could fail:

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Forbes | 14 Pro Tips For Effectively Leveraging Social Media As A Financial Advisor

In recent years, businesses across industries have been exploring ways to reach their target audiences through social media platforms. Social media can be an especially effective tool for financial advisors to build one-to-one relationships and share content that helps them better serve and build their client base.

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