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Frequently Asked Questions | Stuart Weiss CPA/PFS, LLC
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Stuart Weiss CPA/PFS, LLC. Call 1.503.223.3142. Call 1.503.223.3142. If you've got questions, we've got answers! What is a PFS? PFS stands for Personal Financial Specialist. This is the financial planning designation from the American Institute of CPAs. It indicates that the holder has passed certain exams and has certain experience that qualifies that person to offer financial advice. What is a Registered Investment Advisor? How do you analyze someone’s portfolio? What time period do you use? I would re...
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Services | Stuart Weiss CPA/PFS, LLC
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Stuart Weiss CPA/PFS, LLC. Call 1.503.223.3142. Call 1.503.223.3142. Do you know how well your portfolio has done over the past year? Over the past three years? Since you opened the account? I can analyze your portfolio and determine whether you have done as well as the appropriate benchmarks. Using my own system as well as tools from Morningstar, I can tell you whether you have beaten your benchmark, or whether you have lagged and which investments have caused you to beat or lag your benchmark. Another ...
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Podcasting | Stuart Weiss Writing
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Stuart Weiss Business Writing, Inc. Call 1.503.223.3142. Call 1.503.223.3142. Institute of Business Appraisers – Conference Highlights (3:03). Audio clip: Adobe Flash Player (version 9 or above) is required to play this audio clip. Download the latest version here. You also need to have JavaScript enabled in your browser. Control Premium Studies featuring Dr. Shannon Pratt (6:37). Audio clip: Adobe Flash Player (version 9 or above) is required to play this audio clip. Download the latest version here.
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Writing | Stuart Weiss CPA/PFS, LLC
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Stuart Weiss CPA/PFS, LLC. Call 1.503.223.3142. Call 1.503.223.3142. Below are several articles written by Stuart Weiss showcasing some of his work. You may click on each link to view/download the corresponding PDF. Should You Become an RIA? Don't hesitate to contact me with any questions. 1001 SW Fifth Avenue. Portland, OR 97204. 2013 Web Site Design.
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Work Samples | Stuart Weiss Writing
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Stuart Weiss Business Writing, Inc. Call 1.503.223.3142. Call 1.503.223.3142. Riggs Bank shareholder letter. Summit Financial Group shareholder letter. Financial Planning magazine article. Dresdner RCM quarterly commentary. Kelmoore Strategy Funds semi-annual report. Asset Mark monthly newsletter. Investor’s Business Daily. ABN AMRO White Paper on style consistency. Financial Managers Society: Writing Your Next Annual Report. 2013 Web Site Design.
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About Me | Stuart Weiss CPA/PFS, LLC
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Stuart Weiss CPA/PFS, LLC. Call 1.503.223.3142. Call 1.503.223.3142. Stuart Weiss CPA/PFS, LLC. Stuart Weiss CPA/PFS, LLC. REGISTERED INVESTMENT ADVISOR, STATE OF OREGON. Don't hesitate to contact me with any questions. 1001 SW Fifth Avenue. Portland, OR 97204. From sources which we and our suppliers believe to be reliable.However, we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an...
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Journalism | Stuart Weiss Writing
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Stuart Weiss Business Writing, Inc. Call 1.503.223.3142. Call 1.503.223.3142. Mortgage Rates Forecast to Rise This Year, 1/14/11. Mortgage Interest Deduction Could Go on Chopping Block, 12/17/10. How to Cope With ‘10’s 0% Estate Tax, 3/29/10. Bigger Tax Breaks On Your ’09 Return, 2/5/10. Tax Outlook Warps Year-End Planning, 10/30/09. How To Communicate With The IRS, 8/28/09. Hone Estate Tools Before It’s Too Late, 7/10/09. Can’t Pay The IRS By April Deadline? Got An Extension For Filing? More Audits Are ...