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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Strategies for Utilizing Permanent Life Insurance in Qualified Plans

By: Tim Mezhlumov, CFP®, CLU®, CFS, EA
Director, Advanced Markets, 1st Global

Apr 12, 2013

One of the advantages offered by qualified retirement plans is the ability to acquire life insurance on plan participants using existing plan assets and future contributions to pay the premiums.  (more)

Firm Leadership Styles that Work

By: David Knoch
President and Chief Operating Officer, 1st Global

Mar 25, 2013

Some time ago, 1st Global set out to find an answer to the question of how the impact of leadership shows up in results. These are the very basics of running a strong CPA/wealth management practice, even a strong CPA firm itself, that we all generally recognize are true. Our question was, “What results do best practices create, and how are these results different?”  (more)

1st Global’s WHY

By: Tony Batman
Chairman and Chief Executive Officer, 1st Global

Mar 21, 2013

Why do you do what you do? The power of your answer is the catalyst that enables and empowers your firm to achieve sustainable growth. So before you answer, it’s important to examine some important premises about human happiness and virtues needed to obtain it.  (more)

The Key to a Dignified Retirement? Starting Early

By: David Shill
GPP Wealth Management, LLC, Champion Partner, Wealth Management

Mar 15, 2013

We talk a lot now about the baby boomer generation that is facing retirement. At the end of the 1990s, the baby boomers were all going to retire at age 55. They were going to spend their lives playing golf, hiking and sailing. This was really easy, coming off four years of 20 percent plus compounded rates of return in equity markets. And then the early 2000s happened.  (more)

What Five More Years Means for Your Retirement

By: Tony Batman
Chairman and Chief Executive Officer, 1st Global

Mar 12, 2013

A dignified retirement is characterized by words such as joy, significance, meaning and certainty. People want to age with dignity, and they want to be assured that they can be independent and free from being a burden to others in their retirement. However, there is a crisis of confidence surrounding retirement. More than 8 out of 10 workers are not confident they will have enough money for a comfortable retirement.  (more)

Dealing with Dementia – Practical Knowledge for Your Practice

By: Cyndy Hubler
Compliance Consultant, 1st Global

Mar 6, 2013

Every year, countless Americans with dementia fall victim to financial fraud and abuse. They face an increased risk of being taken advantage of due to their diminished ability to detect willful deceit and understand finances. Also, an increasing fear of poverty in the face of advancing age often causes people with dementia to fall prey to get-rich-quick schemes.  (more)

Everlasting Optimism from American Statesman George P. Shultz

By: George P. Shultz

Mar 1, 2013

1st Global advisors were recently treated to a very profound, once-in-a-lifetime session with former Secretary of State, Treasury and Labor George P. Shultz. The scholar and statesman sat down with 1st Global Chief Executive Officer Tony Batman to discuss the world, America today, leadership, the fiscal cliff, energy independence and the war on drugs.  (more)

Bringing Your Firm’s Mission to Life

By: Jeff Neher, Managing Principal
CNC Financial Group, LLC

Feb 27, 2013

Close your eyes for a quick experiment. Think of your business, the signage outside and information posted inside the halls and conference rooms. Is your firm’s mission statement visible? Can you recite it? If you can’t, how can you expect your employees to follow it? And if they don’t know it, how can it affect them, your partners or the decisions that are made daily at your firm?  (more)

Interview with Dr. Arthur B. Laffer

By: 1st Global

Jan 23, 2013

During a recent visit to 1st Global’s offices, Dr. Arthur B. Laffer sat down for an exclusive interview to discuss China and the U.S., the fiscal cliff resolution and what's ahead on the economic horizon. Take a few moments to hear what the Father of Supply-Side Economics has to say about the present state of the U.S.  (more)

How My Financial Plan Saved My Life

By: Tony Batman
Chairman and CEO

Jan 22, 2013

Personal financial planning is many important things. It is a process of preparation for the inevitable tragedies of life that will financially and emotionally affect us all. It is a philosophy for intentional living, a framework for creating happiness and joy in a world of chaos and entropy. Personal financial planning is nothing less than taking total personal responsibility for one’s life and to make and honor important promises to the people one loves.  (more)

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