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Tax Season by the Numbers

by 1st Global

As we approach the holidays, CPAs and accountants become increasingly busy as they start preparing for the New Year and upcoming tax season. Every tax season comes with its own unique opportunities.

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Understanding the Volatility of Equities… and our Emotions

by Ryan George

AVP of Marketing and Communications, 1st Global

Have you or someone you know purchased an expensive home because it’s the one you’ve always dreamed about? You imagined your children playing in the yard or everyone gathering under one roof for the holidays. Could you afford it? Was it the right decision financially? When emotions run high, people tend to make choices they wouldn’t necessarily make if they had taken time to think through their actions properly beforehand.

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Moving to the Cloud: Is It Right for Your Business?

by Greg Wilson

Head of Information Security, 1st Global

As technology continues to evolve on what seems like a daily basis, many companies persistently seek ways to improve their businesses in the most efficient and effective means possible. For some, this means transitioning to “the cloud.”

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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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