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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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Social Engineering Attack Methods

by Greg Wilson

Head of Information Security, 1st Global

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.

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Fixed-Income Strategies for a Rising-Rate Environment

by Rick Spencer, CFA

Fixed Income Trader

Interest rates have begun to trend higher after bottoming in July 2016. After reaching a low of 1.36 percent last year, the 10-year Treasury yield recently hit 2.6 percent and currently rests at a 2.56-percent yield, as of March 8, 2017. Higher interest rates have benefited bond buyers with higher starting yields but will become a source of concern if rates continue to climb.

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10 Tips on Optimizing Your LinkedIn Profile and Achieving All-Star Status

by Tynecia Martin, MBA, LUTCF, FSS

Channel Marketing and Branding Specialist, 1st Global

Online networking can be easy as long as you know what to focus on and how to optimize your profile to rise to the top of searches.

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8 Signs Your Computer Has Been Hacked

by Greg Wilson

Head of Information Security, 1st Global

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.

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Look for Opportunities, Not Necessarily Perfect Timing

by Moises Ospina

Senior Advisor, Capital Markets

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

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The Value of a Seasonal Approach

by Bill Snyder, CFP®, CEP™, CRPC™

Practice Consultant, 1st Global

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

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

by John Hancock Investments

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.

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