Jerry Sais Jr. & Melissa W. Sais

Jerry Sais Jr. & Melissa W. Sais

Jerry D. Sais Jr., CPA, CFA, AIFA, is a registered investment advisor and chief investment officer of REDW Stanley Financial Advisors, LLC, in Albuquerque, N.M. Melissa W. Sais is an Albuquerque-based writer and editor.

  1. Professionals

    Fiduciary Designations For Financial Advisors

    Attaining the AIF or AIFA could help both you and your clients enjoy a comfortable retirement.
  2. Professionals

    Meeting Your Fiduciary Responsibility

    Being a fiduciary comes with a certain level of responsibility. These four steps will reduce your liability when managing other people's money.
  3. Investing

    The Ins and Outs Of In-Process R&D Expenses

    Are these charge-offs fair accounting or earnings manipulation? Learn more here.
  4. Mutual Funds & ETFs

    Active Share Measures Active Management

    A 2006 study proves the effectiveness of a new way of sizing up your portfolio manager.