Monthly Archives February 2017

How to Work With CPAs

It is well-known that certified public accountants (CPAs) can be great partners for advisors to team up with in order to deliver comprehensive financial advice to clients. Additionally, CPAs may be looking for knowledgeable financial advisors to refer to their other clients. With tax season right around the corner (partnership and S-corp returns are due March 15th and corporate and personal tax returns are due April 17th)* the timing is perfect to develop a plan to work better with CPAs. So what are some ways that you can enhance these mutually-beneficial relationships? Recently Oeschli.com published an article, “5 Astute Questions
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Categories: Blog Posts.

Highlights from Shurwest’s trip to the New York Stock Exchange

If you don’t follow us on Facebook, you may have missed the excitement here at Shurwest when the entire annuity team flew to New York for Annexus training from January 11-13, 2017. Here are some visual memories we’ve added to Shurwest’s historic timeline. === Ron Shurts and Don Dady, founders of Annexus, stand in front of the New York Stock Exchange on January 12th: === The team from Annexus, along with Roger Ibbotson, stand on the NYSE podium above the trading floor ringing the closing bell. (Roger G. Ibbotson is chairman and CIO of Zebra Capital Management, LLC, an equity
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Categories: Blog Posts.