Information on market developments and trends across the investment landscape.

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Give a Wedding Gift that Lasts a Lifetime: Sound Financial Advice

by Shelley Schexnayder

Senior Advisor of Communications, 1st Global

I’m not the average bride. As a licensed financial professional who has spent her career in the industry and the daughter of a CPA/financial advisor who has been in the industry nearly four decades, I have been raised to believe in the critical role financial advisors play in retirement, education and legacy planning. However, getting…

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Staying the Course in the Face of Uncertainty

by the Investment Management Research Group

1st Global

When fear and uncertainty find their way into headlines, investors should ignore the herd and “stay the course.” While there is no magic formula for handicapping a stock market correction, it is not uncommon for resoundingly jubilant investor sentiment to precede a sudden spate of selling. Building on a record run not seen since the…

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Socially Responsible Investing 101

by Robyn Schaub

Senior Marketing Communications Consultant at 1st Global

You’ve likely heard the phrase “put your money where your mouth is.” But what about your investments? Through an approach known as socially responsible investing, or SRI, a growing number of investors are putting their money in businesses they believe in. SRI is an approach to choosing investments based on a company’s business practices and…

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Filtering the Noise: A Defense of the Advisory Role

by Joan Alexandre

Investment Analyst, Investment Management Research Group at 1st Global

In the not-too-distant past, there existed the concept of a “slow news day.” Newspapers were the primary mechanism by which people gathered information on current events, only to be topped off with that evening’s local or national broadcast. On Sunday, June 1, 1980, that all changed when an Atlanta-based cable upstart began transmitting. CNN was the…

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Key Questions for the Long-Term Investor

by Dimensional Fund Advisors LP

Focusing on what you can control can lead to a better investment experience. Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating, but know that you’re not alone. Your…

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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…

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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. These much maligned and often misunderstood instruments can be solid additions to the traditional stock and bond portfolio. The key…

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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…

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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. “This State…has a million cars…They were built in Detroit. As this State’s income rises, so does the income of Michigan. As the income of…

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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…

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