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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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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)

Protecting Your Business When Employees Leave

By: Greg Wilson
Head of Information Security

Jan 11, 2017

While it’s always important to take a variety of measures to ensure you are protecting your company from data breaches, this prevention becomes even more imperative when employees who were privy to secure information leave the company.  (more)

Helping Disabled Americans and Their Families Save Through the ABLE Act

By: Dale Brown
President and CEO, Financial Services Institute (FSI)

Dec 28, 2016

When we say that the Financial Services Institute (FSI) is working to make sure all Americans have access to professional, objective financial advice, we mean all Americans.  (more)

Myth Busting Millennials and Money

By: Natalie Merrill
Senior Marketing Communications Writer

Dec 7, 2016

Many people have conjured up the idea that those individuals generationally classified as “millennials” spend their money on superfluous items and don’t practice the habit of saving their money enough. But many people are mistaken.  (more)

LIBOR — What Is It, and Why Should You Care?

By: Alan Zabloudil
Director, Capital Markets

Nov 15, 2016

There are a variety of resources investors can use — one of those being the LIBOR — to help them in their investment decisions and gauging the behavior of interest rates.  (more)

New Trends and Opportunities in the Municipal Markets

By: Moises Ospina
Senior Advisor, Capital Markets

Oct 18, 2016

Clients often wish to invest money in short-term instruments, and while individual municipal bonds have been historically recognized as intermediate to long-term investments, there have been many recent opportunities in short-term municipal bonds for investors in higher tax brackets.  (more)

Are Hackers Holding Your PC for Ransom?

By: Greg Wilson
Head of Information Security

Sep 29, 2016

Individuals who seek to take advantage of others through the use of cyber-attacks often do so by means of ransomware, a type of malware that inhibits users from being able to access their data or use their computers unless they pay ransoms.  (more)

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