Case studies and best practices in wealth management directly from your colleagues in the industry.

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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…

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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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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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Helping Disabled Americans and Their Families Save Through the ABLE Act

by Dale Brown

President and CEO, Financial Services Institute

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.

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Myth Busting Millennials and Money

by Natalie Merrill

Senior Marketing Communications Writer, 1st Global

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.

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Comments from 1st Global After the Election of Donald Trump As President-Elect

by Martin Landry CFA, CFP®, CAIA, CIMA®, CIPM, AIF®

Manager IMRG, Senior Portfolio Manager, 1st Global

The following was compiled from several sources as well as thoughts and insights from 1st Global. U.S. and European stock markets were up sharply (1–to–2 percent) in mid-day trading Wednesday, a far cry from the tumult that engulfed global markets overnight after news trickled in of a surprise victory by Donald Trump in the U.S….

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Presidential Elections and the Stock Market

by Dimensional Fund Advisors LP

Americans will soon head to the polls to elect the next president of the United States. While the outcome is unknown, one thing is certain: There will be a steady stream of opinions from pundits and prognosticators about how the election will impact the stock market. As we explain below, investors would be well-served to…

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Oxford Economics Study: Independent Advisors Are Key Economic Drivers for Their Communities

by Dale Brown

President and CEO, Financial Services Institute

With America in the thick of election season, we hear one question asked repeatedly in regard to various candidates and policies: “Who is looking out for the middle class?” Political fortunes will rise and fall across the country this November as voters decide which candidates truly understand Main Street Americans’ economic concerns and which do…

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Brexit Is a Reality — Now What?

by Jesper Rindboel, CFA, FRM

Portfolio Manager, 1st Global Investment Management Research Group

With the U.K.’s exit from the European Union — the Brexit — now a reality, there is a great level of uncertainty among investors as they try to discern what this means to their financial plans.