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Steve Lewis, CPA

Steve Lewis, CPA

Author's details

Name: Steve Lewis, CPA
Date registered: March 21, 2013

Email: slewis@orba.com
Website: http://www.orba.com
LinkedIN: www.linkedin.com/pub/steve-lewis/a/374/a85

Biography

A practicing CPA since 1970, Steve joined the firm in February 2006. He has been a registered investment advisor since 1988. Steve specializes in serving high income and high net-worth individuals, including physicians, attorneys, professional athletes, consultants and other entrepreneurs. As a registered investment advisor and a CPA, Steve helps his clients find the answers they need to successfully reach their personal financial milestones, including proactive tax planning advice in order to minimize taxes, creating financial plans that maximize savings and retirement planning that ensures easier living in the future. His expertise as an investment advisor also allows him to be directly involved with investment and asset allocation planning.

Latest posts

  1. Wealth Management Group Newsletter – Spring 2017 — May 15, 2017
  2. Beyond Benchmarks: Alternative Methods of Measuring Your Portfolio’s Results — February 2, 2017
  3. Your Retirement Income Strategy: Conventional Wisdom on Withdrawals Is Not Always Right — January 26, 2016
  4. Wealth Management Group Newsletter – Fall 2015 — September 25, 2015
  5. Five Ways to Improve Client Relationships — January 6, 2015

Author's posts listings

2017
May 15

Wealth Management Group Newsletter – Spring 2017

ORBA’s Wealth Management Group Newsletter is a quarterly publication focused on effective wealth management. The Spring 2017 issue includes two articles: “Portfolio Diversification: Too Much of a Good Thing?” and “Short-Term Needs vs. Long-Term Retirement Savings.”

2017
Feb 02

Beyond Benchmarks: Alternative Methods of Measuring Your Portfolio’s Results

This article looks at several ways to measure investment portfolio performance. The traditional method is to compare results with those of a relevant market index. However, some investors may be better off considering risk-adjusted results or even follow a goals-based approach.

2016
Jan 26

Your Retirement Income Strategy: Conventional Wisdom on Withdrawals Is Not Always Right

For many retirement savers, developing an income strategy in retirement is an afterthought — putting them at risk of losing a significant chunk of their savings to taxes. This article explains why conventional wisdom regarding retirement withdrawals is not always correct and suggests alternative strategies that reflect individual needs. A Sidebar talks about maximizing the wealth that will be transferred to heirs.

2015
Sep 25

Wealth Management Group Newsletter – Fall 2015

ORBA’s Wealth Management Group Newsletter is a quarterly publication focused on effective wealth management. The Fall 2015 issue includes two articles, “Currency Movements and Your Portfolio” and “Making the Most of Dividend Income.”

2015
Jan 06

Five Ways to Improve Client Relationships

For most lawyers, building and strengthening relationships with clients is an ongoing activity. Even the most personable and conscientious attorney experiences the occasional misunderstanding with a client — or even loses one for good. But there are several simple things attorneys can do immediately to build trust and promote client satisfaction.

2014
Dec 10

Floating-Rate Bond Funds Offer an Alternative Yield Source

When interest rates rise, bond funds can suffer. Certain fixed-income investment strategies may help investors manage the risk. Floating-rate bond funds — also known as bank loan funds or senior loan funds — are one option to consider. This blog examines the benefits and the trade-offs.

2014
Jul 17

Paralegals May Hold the Key to Profitability

Although the roles and responsibilities of paralegals (or legal assistants) can differ widely by firm, these employees ideally spend minimal time performing administrative work. By the same token, firms must be careful not to give their paralegals work that should be handled by lawyers. This article explains how to get this balance right.

2014
Jul 08

Wealth Management Group Newsletter – Summer 2014

The Summer 2014 Wealth Management Group Newsletter includes two articles: Making the Best of a Capital Loss and Make Your Portfolio an Emotion-Free Zone.

2014
Apr 30

Hybrid Securities Behave Like Bonds, Trade Like Equities

While discussions about stocks typically refer to common stocks, there’s also a second, less widely understood type of stock that straddles both the equity and bond world: preferred stocks. For equity investors motivated primarily by consistent, relatively high income payments, they may be worth a look.

2014
Apr 29

How to Benchmark NPPs in Your Practice

Using nonphysician providers (NPPs) can be an effective way for practices to prepare for the expected influx of 30 million new patients receiving health care coverage through the Affordable Care Act’s new Health Insurance Marketplaces and expanded Medicaid programs.

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