Tips for Shrewd Savers

The British publication, The Telegraph, has published a list of quick tips for clever savers. No matter what country you call home, keep these tips in mind as you assess your savings in the current economic downturn. Follow this link for additional descriptive information.

  • Invest in something you understand
  • Keep your cool
  • Know the risk
  • Limit your risk
  • Consider your age - this is a factor in determining your definition of long- and short-term
  • Keep money accessible for a rainy day
  • Spread the risk over multiple investments
  • Don't choose to invest long-term unless you can live without the cash for the long term
  • Don't hesitate to sell when you have made a profit
  • Don't take advice from strangers

Upcoming CPE Webinars

Jul 31
In this session Excel expert David Ringstrom helps beginners get up to speed in Microsoft Excel. However, even experienced Excel users will learn some new tricks, particularly when David discusses under-utilized aspects of Excel.
Aug 5
This webcast will focus on accounting and disclosure policies for various types of consolidations and business combinations.
Aug 20
In this session we'll review best practices for how to generate interest in your firm’s services.
Aug 21
Meet budgets and client expectations using project management skills geared toward the unique challenges faced by CPAs. Kristen Rampe will share how knowing the keys to structuring and executing a successful project can make the difference between success and repeated failures.