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Alternative Investing: When a Hedge Is More than Just a Small Tree

by Joan Alexandre

Investment Analyst, Investment Management Research Group at 1st Global

As exists with the equity and fixed-income universe, there are many options when considering alternative investments: from venture capital to fine art. However, within capital markets’ murky corners, hedge funds have the most name recognition.

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Debt Ceiling Showdown Redux: A Default by Any Other Name

by Joan Alexandre

Investment Analyst, Investment Management Research Group at 1st Global

Sir Isaac Newton’s third law of motion states that for every action, there is an equal and opposite reaction. Not only does this describe the symmetry of the physical universe, but experience and observation also reveal the principle at work in a broader sense: Every good thing has its opposite.

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Artificial Intelligence Meets the Investment Markets

by Rick Spencer, CFA

Fixed Income Trader

An investment decision has always been a wager that one has more knowledge and better insight into an investment opportunity than the next person. From the beginning of investable markets, this has been the case — the investor with his or her investment process and biases against other humans with their own unique criteria and biases.

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Prevention and Response to Email Scams

by Greg Wilson

Head of Information Security, 1st Global

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.

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The Financial Effects of Winding Down a $4.5 Trillion Balance Sheet

by Moises Ospina

Senior Advisor, Capital Markets

The Federal Reserve’s balance sheet (which is a standard balance sheet that consists of assets and liabilities) has grown to $4.5 trillion, including Treasuries and mortgage‑backed securities (MBS). Before the financial recession, the balance sheet held far less assets. In fact, the assets held by the Federal Reserve back in August 2007 totaled $869 billion.

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Midyear Outlook: A Rising Tide

by Joan Alexandre

Investment Analyst, Investment Management Research Group at 1st Global

The adage “a rising tide lifts all the boats” was introduced to the American lexicon with President John F. Kennedy’s 1963 dedication of the Greers Ferry Dam in Heber Springs, Arkansas.

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The Principles, Perks and Pitfalls of IRAs

by Christopher Ricci, CFP®

Financial Advisor, Briggs Advisory Group

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.1

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Be more. Play large. Let go.

by 1st Global

1st Global truly understands the complexities of enterprise CPA firms and is committed to helping them gain the confidence and competence to grow from success to significance.

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Investment Shock Absorbers

by Jim Parker

Dimensional

Ever ridden in a car with worn-out shock absorbers? Every bump is jarring, every corner stomach-churning and every red light an excuse to assume the brace position. Owning an undiversified portfolio can trigger similar reactions.

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Exploring the Internet of Things

by Jose Zepeda

IMS Trader, 1st Global

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.

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