Nearly 80% of affluent investors surveyed agree that account customization is important to meet their specific situations; close to 70% prioritize providers who help reduce their tax bill. Tax ...

J. William Carpenter is an economist who writes financial topics. He is an author of published works for higher education and business clients. Suzanne is a content marketer, writer, and fact-checker.

Somer G. Anderson is CPA, doctor of accounting, and an accounting and finance professor who has been working in the accounting and finance industries for more than 20 years. Her expertise covers a ...