Cassandra Kirby, partner and lead advisor at Braun-Bostich & Associates, an SEC Registered Investment Advisor and comprehensive financial planning firm located in greater Pittsburgh, has earned her Certified Public Accountant license in the state of Pennsylvania.

“Earning my CPA license is a significant milestone in my career, and I’m excited about the additional value I can bring to our clients at Braun-Bostich & Associates,” said Kirby. “This achievement will deepen my ability to provide strategic tax planning and financial guidance, ensuring that we at Braun-Bostich & Associates continue to offer holistic, well-rounded solutions tailored to each client’s needs.”

​The Oasis Group, a leading consultancy for the wealth management industry, recently launched a new research report on Artificial Intelligence (AI) Note Takers, sponsored by AdvisorEngine Inc.®, a provider of a complete wealth management platform for investment advisory firms. The comprehensive report evaluates the role of AI Note Takers in the wealth management sector – specifically analyzing their impact on financial advisors and their teams – and provides an in-depth analysis on six AI Note Takers.

This research, which is the second research report in The Oasis Group’s Peaks Research series, assesses how these applications perform in real-world advisory environments, their integration with existing technology stacks, and their ability to support financial professionals in delivering personalized, high-value client service.

The tariffs and how investors should respond is a topic on many American’s minds – and as the implications continue to unfold, members of the press may need some fresh sources to opine. Impact Communications is proud to represent hundreds of amazing financial experts.

​For instance, Brian Huckstep, CFA®, CFP®, anticipates tariffs will continue affecting portfolios, noting, "Higher prices reduce consumer purchasing power, impacting corporate earnings." He suggests the economic impact may already be reflected in stock prices, citing a 10% S&P 500 drawdown. However, he warns of potential inflationary effects yet to be fully realized in the market.

Jonathan Chandler, CFA®, says , a 50-stock defensive index may be the way to go, adding “The structures which enabled the US to prosper over the past 80 years have been shredded, creating a perilous economic environment. This has negative long-term implications for investors. Short-term traders may in fact do better in this environment than long-term investors.”

Nell Cordick, CFP®, offers a 10-point check list – something she uses with Bogart Wealth clients during market growth periods to discuss the future when there will be a downturn.

Mike Bisaro, AIF®, says that in almost all cases, assets invested for the long-term should stay invested. History has shown us that missing a few of the best-performing days when the market recovers can significantly reduce your long-term performance. Ensuring you have a properly diversified portfolio may help reduce risk, smooth out performance, and allow you to stay invested and take advantage of developing opportunities.

​Amy Hamasaki, CFP®, talks about tariffs and their impact on the domestic labor market, explaining that a tariff is essentially a tax on imported goods to make them more expensive. The theory here is to increase the cost of imported goods and thus make them less attractive, enticing domestic consumers to purchase goods domestically. She goes on to explain how these increased costs may impact living expenses for many Americans.