Embracing Discipline in an Unpredictable Market

As we reflect on recent market performance and plan for the quarters ahead, it’s a good time to revisit timeless investment principles. Rather than chasing predictions or overcomplicating strategies, two key lessons from the past quarter highlight why simplicity and discipline often lead to better outcomes in investing.

2025-03-31T16:02:15-04:00March 31, 2025|Categories: Wealth Management|Tags: |

The Role of Artificial Intelligence in Real Estate Appraisals

Explore how artificial intelligence is transforming real estate appraisals by enhancing accuracy, efficiency, and fraud detection while addressing ethical challenges and regulatory complexities. Discover the balance between innovative technology and human expertise, and learn best practices for integrating AI into real estate workflows for a competitive edge in this evolving industry.

2025-04-01T09:47:00-04:00March 31, 2025|Categories: Construction and Real Estate|Tags: |

Cybersecurity in Construction and Real Estate: A Guide for 2025

In 2025, construction and real estate face rising cyber risks, with ransomware recovery costs averaging $2.73 million per incident. Proactive cybersecurity is critical to safeguarding data, finances, and operations. Learn more.

2025-03-18T09:23:52-04:00March 14, 2025|Categories: Construction and Real Estate, Cybersecurity|Tags: , |

SOX Audit Red Flags: 5 Common Causes of Internal Control Breakdowns

The consequences of control deficiencies during a Sarbanes-Oxley Act (SOX) audit can be severe. If not quickly and properly addressed, this can damage an organization’s valuation, reputation, and bottom line in the form of significant remediation costs. Learn more how designing and implementing an effective internal control framework is no small task. So, how can an organization prevent this sort of breakdown?

2025-03-18T09:30:40-04:00March 12, 2025|Categories: Risk Advisory|Tags: |
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