Blog

Saturday, August 1, 2020

Good news! ClientFirst Wealth Management is now approved as a CPE sponsor by the National Association of State Boards of Accountancy (NASBA)! This means that our partners who are looking to earn continuing professional education (CPE)...

 

Wednesday, July 8, 2020

As a CPA, you provide valuable services to your clients. They trust you with their finances and lean on you to make sure they are optimizing their tax-saving opportunities. But taxes don’t exist in a bubble. Your clients’...

 

Tuesday, July 7, 2020

The current state of affairs has made this an unnerving time, especially if you’ve seen some volatility in your retirement accounts. Although we can’t predict exactly when economic instability or down markets will begin or...

 

Thursday, June 25, 2020

We are proud to announce that our very own firm, ClientFirst Wealth Management, has made the investor.com 2020 Top Financial Advisor Firms in Arkansas list! Every day, investor.com uses their Trust Algorithm to meticulously research...

 

Friday, June 19, 2020

In fixed income markets, two things are crucial: An experienced manager and controlling expenses. ClientFirst Wealth Management manages separate accounts and individual bonds, including Arkansas municipal bonds. At ClientFirst, you...

 

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Friday, June 19, 2020

What is the most important question you can ask a financial advisor? The answer: Are you a fiduciary? ClientFirst is a fiduciary, which means we always put your interest first. This is just part of the reason why investor.com named...

 

Wednesday, June 17, 2020

The coronavirus pandemic and its far-reaching implications has wreaked havoc across the globe. Calling these uncertain times sounds like a gross understatement that doesn’t do justice to the level of stress you’re...

 

Friday, June 12, 2020

For every completed survey, ClientFirst will donate $5 to Arkansas Food Bank! Loading… About Edward P. Mahaffy, MBA, CFP®, ChFC® Ed founded ClientFirst Wealth Management in 2007, after more than 23 years in the wealth...

 

Thursday, June 11, 2020

ClientFirst is just as concerned with your sense of well-being as we are with your portfolio outcomes. Both are crucial to staying the course in uncertain times. At ClientFirst, we offer flat-fee pricing so you know how much you will...

 

Thursday, June 11, 2020

In my 35 years in the security industry, I have never seen the opportunity that adding wealth management presents to an accounting firm today. The AICPA calls financial planning a natural evolution for CPA firms. Recent market upheaval...

 

Wednesday, May 20, 2020

Americans have always been resilient, but we have never been put to the test like during this season of uncertainty. In the midst of unprecedented volatility regarding the markets and employment, it’s normal to experience a...

 

Friday, May 8, 2020

ClientFirst Founder Ed Mahaffy MBA, CFP®, ChFC® speaks with The Wall Street Journal on the rare opportunity this past March that left small-time investors seeing huge price gains on bonds they purchased that month. Check out...

 

Thursday, May 7, 2020

If you are a CPA, we know you already have keen attention to detail and build strong personal relationships with your clients. That is why we are offering you this exciting opportunity to become an Investment Advisor Representative...

 

Friday, April 24, 2020

Surprise in market volatility is understandable, surprises in your account’s volatility is not. Your advisor should manage risk and your expectations. Are you concerned with outliving your money? About your advisor's approach? If...

 

Friday, April 24, 2020

Are you feeling frustrated with your financial planner constantly pushing you to a call center or pushing products? If so, know there is a better option. At ClientFirst Wealth Management, we provide: Comprehensive Financial Planning...

 

Friday, April 24, 2020

In these uncertain times, it is more important than ever to provide our clients with risk management and management of your expections. Are you concerned about your investments? Outliving your money? Your Advisor's Approach? If you...

 

Friday, April 17, 2020

When the unexpected happens, chaos can result. And right now, chaos and change seem to be a part of daily life for all of us due to the ever-evolving coronavirus pandemic. More than ever, preparation and having a plan of action in...

 

Friday, April 3, 2020

ClientFirst founder Ed Mahaffy MBA, CFP®, ChFC® speaks with The Wall Street Journal to explain how the current liquidity crisis in municipal bonds has been a long time coming. While the COVID-19 Pandemic may have been the...

 

Thursday, April 2, 2020

As The Federal Reserve slashes its rate, many banks are having to follow suit in lowering the interest rates on their high-yield savings accounts, leaving many wondering if now is the time to move their funds to another savings account...

 

Thursday, April 2, 2020

ClientFirst founder Ed Mahaffy MBA, CFP®, ChFC® speaks with Business Insider on how the Coronavirus pandemic has been a contributing factor in the Federal Reserve lowering interest rates to help encourage Americans to borrow...

 

Thursday, March 12, 2020

As global markets continue their roller coaster ride due to fears surrounding the coronavirus, our most recent bull market officially turned into a bear market. But what does that mean? And are we on the verge of another recession like...

 

Tuesday, March 3, 2020

You’ve almost made it. After decades of working and saving, you are in the final leg of the marathon race to retirement. But even though you’re getting closer to the goal, this is not the time to turn on cruise control and...

 

Thursday, February 27, 2020

The financial markets took a big dip early this week over fears about the spreading coronavirus, erasing gains from earlier this year. After the Dow lost over 800 points on Tuesday, it was down a total of 1,900 points in two days....

 

Friday, February 7, 2020

Market volatility is the name of the game. No matter how much we try to predict the future, year after year the markets throw surprises at us. Case in point: At the end of 2018, many experts thought the S&P 500 would grow by only 5%,...

 

Saturday, January 18, 2020

You want to make the best decisions for your money. But so much of the information out there is cookie-cutter, contradictory, and downright overwhelming. Don’t you wish you had a way to design a plan with clear steps and tailored...

 

Tuesday, January 14, 2020

There are no lack of choices when searching for a financial advisor, but how do you find one who shares your values, goes the extra mile, and can be trusted with your hard-earned money? At ClientFirst Wealth Management, our highest...

 

Saturday, January 4, 2020

Like many others, I didn’t know exactly what I wanted to do with my life when I entered college. That changed when I took an investment course as part of my undergrad program. I quickly became fascinated with our markets,...