One of the core beliefs of 1st Global is that thought leadership is critical to CPA firm growth and success. The firms that affiliate with 1st Global rely upon the progressive ongoing education that is derived from the primary research we perform on the accounting and financial services industries. The following articles have been published in leading accounting and investment journals. We encourage you to weigh in on the articles and interviews posted here. We want to hear your voice!

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Understanding the Volatility of Equities… and our Emotions

By: Ryan George
AVP, Marketing and Communications

Oct 11, 2017

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.  (more)

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

By: Joan Alexandre
Investment Analyst

Sep 15, 2017

The key to the proper use of alternative investments is full understanding — not only of their purpose within the portfolio construction process but also their original intent.  (more)

Debt Ceiling Showdown Redux: A Default by Any Other Name

By: Joan Alexandre
Investment Analyst

Aug 28, 2017

Sir Isaac Newton’s third law of motion states that for every action, there is an equal and opposite reaction. If an appropriation is a nail uniting both parties as they take their turns at the public trough, then a debt ceiling vote is the hammer each side wields against the other to wrest concessions.  (more)

Artificial Intelligence Meets the Investment Markets

By: Rick Spencer, CFA
Fixed-Income Trader

Aug 23, 2017

Artificial intelligence Is a game-changer in the execution of rules-based investment strategies.  (more)

Prevention and Response to Email Scams

By: Greg Wilson
Head of Information Security

Aug 3, 2017

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.  (more)

The Principles, Perks and Pitfalls of IRAs

By: Christopher Ricci, CFP®
Financial Advisor, Briggs Advisory Group

May 17, 2017

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.  (more)

Exploring the Internet of Things

By: Jose Zepeda

Apr 19, 2017

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.  (more)

Social Engineering Attack Methods

By: Greg Wilson
Head of Information Security

Mar 22, 2017

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.  (more)

Fixed-Income Strategies for a Rising-Rate Environment

By: Rick Spencer, CFA
Fixed-Income Trader

Mar 13, 2017

Higher interest rates have benefited bond buyers with higher starting yields but will become a source of concern if rates continue to climb. As you might expect, there is no one magic bullet, but there are types of bonds and CDs that can provide hedges against rising rates.  (more)

8 Signs Your Computer Has Been Hacked

By: Greg Wilson
Head of Information Security

Feb 28, 2017

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.  (more)

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