One of the core beliefs of 1st Global is that thought leadership is critical to CPA firm growth and success. The firms that affiliate with 1st Global rely upon the progressive ongoing education that is derived from the primary research we perform on the accounting and financial services industries. The following articles have been published in leading accounting and investment journals. We encourage you to weigh in on the articles and interviews posted here. We want to hear your voice!

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Prevention and Response to Email Scams

By: Greg Wilson
Head of Information Security

Aug 3, 2017

With so much technology at our fingertips, allowing people to connect and communicate more quickly than ever before, it’s no surprise that some individuals have discovered ways to obtain unauthorized access to accounts and communications that aren’t their own.  (more)

The Principles, Perks and Pitfalls of IRAs

By: Christopher Ricci, CFP®
Financial Advisor, Briggs Advisory Group

May 17, 2017

Whether you’re nearing the end of your career or just entering into the workforce, it’s imperative that you are properly investing your money in your future by saving for retirement. Unfortunately, not all Americans are putting this important principle into practice — only about one-third of workers are saving in 401(k)s or other tax-deferred retirement plans.  (more)

Exploring the Internet of Things

By: Jose Zepeda

Apr 19, 2017

The evolution of technology has increased our ability to store and analyze seemingly meaningless information in ways that increase productivity and expand our knowledge of the world around us.  (more)

Social Engineering Attack Methods

By: Greg Wilson
Head of Information Security

Mar 22, 2017

While computer system breaches are often done through means of technology, there are certain methods hackers can use to gather information through other forms of manipulation — especially social engineering.  (more)

Fixed-Income Strategies for a Rising-Rate Environment

By: Rick Spencer, CFA
Fixed-Income Trader

Mar 13, 2017

Higher interest rates have benefited bond buyers with higher starting yields but will become a source of concern if rates continue to climb. As you might expect, there is no one magic bullet, but there are types of bonds and CDs that can provide hedges against rising rates.  (more)

8 Signs Your Computer Has Been Hacked

By: Greg Wilson
Head of Information Security

Feb 28, 2017

While the latest advancements in technology have made life more convenient for a vast majority of individuals in our society, they’ve also led to the increase of the abilities of hackers to compromise others’ computers, creating not only nuisances but also burdensome incidents of financial and identity thefts.  (more)

Look for Opportunities, Not Necessarily Perfect Timing

By: Moises Ospina
Senior Advisor, Capital Markets

Feb 16, 2017

Success in investing is about identifying opportunities rather than timing the markets.  (more)

The Value of a Seasonal Approach

By: Bill Snyder
Practice Consultant, BMS

Feb 6, 2017

There has been much discussion surrounding the right approach to serving clients and much debate regarding the frequency of meeting with clients.  (more)

Navigating the New Normal: Fixed-Income Investing in a World of Mounting Risks

By: John Hancock Investments

Jan 17, 2017

In today’s fixed-income environment, where anemic yields have become the norm, investors everywhere are facing similar challenges. Whether seeking incremental returns, helping to protect against rising interest rates or diversifying away from domestic bond markets, investors are struggling with how to best design their fixed-income portfolios to achieve their financial goals.  (more)

Asset Allocation 101

By: Martin Landry, CFA, CFP®, CAIA, CIMA®, CIPM, AIF®
Manager IMRG, Senior Portfolio Manager

Jan 17, 2017

Asset allocation involves dividing an investment portfolio among different asset categories, such as stocks from U.S. and foreign companies, bonds from governments and corporations, and cash or money-market funds.  (more)

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