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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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Helping Disabled Americans and Their Families Save Through the ABLE Act

By: Dale Brown
President and CEO, Financial Services Institute (FSI)

Dec 28, 2016

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.  (more)

Myth Busting Millennials and Money

By: Natalie Merrill
Senior Marketing Communications Writer

Dec 7, 2016

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.  (more)

LIBOR — What Is It, and Why Should You Care?

By: Alan Zabloudil
Director, Capital Markets

Nov 15, 2016

There are a variety of resources investors can use — one of those being the LIBOR — to help them in their investment decisions and gauging the behavior of interest rates.  (more)

New Trends and Opportunities in the Municipal Markets

By: Moises Ospina
Senior Advisor, Capital Markets

Oct 18, 2016

Clients often wish to invest money in short-term instruments, and while individual municipal bonds have been historically recognized as intermediate to long-term investments, there have been many recent opportunities in short-term municipal bonds for investors in higher tax brackets.  (more)

Are Hackers Holding Your PC for Ransom?

By: Greg Wilson
Head of Information Security

Sep 29, 2016

Individuals who seek to take advantage of others through the use of cyber-attacks often do so by means of ransomware, a type of malware that inhibits users from being able to access their data or use their computers unless they pay ransoms.  (more)

Emerging Markets: A Growing Global Force

By: Jose Zepeda
IMS Trader

Sep 21, 2016

Emerging markets are a group of countries that are in a transition phase: They have maturing financial and regulatory systems, are open to foreign investment and trade liberalization, and are gearing toward becoming industrialized nations.  (more)

Data Security While Traveling Internationally

By: Greg Wilson
Head of Information Security

Aug 24, 2016

While technology provides many advantages to us in our daily lives, it can also be a source of risk to our personal information — especially while traveling internationally.  (more)

Taking a Strategic Approach in a Low-Rate Environment

By: Rick Spencer, CFA

Aug 18, 2016

The search for income from investments has only become more challenging in recent years, and for years, investors have been told that interest rates can only increase from here. In our challenging economic environment, it is important not to give up on the opportunity to earn a decent level of return at an acceptable level of risk.  (more)

Navigating the Uncharted Waters of the Fixed-Income Market

By: Moises Ospina
Senior Advisor, Capital Markets

Jul 14, 2016

Central banks around the world have used monetary policy to stimulate economic growth.  (more)

Don’t Overlook the Importance of Password Protection

By: Greg Wilson
Head of Information Security

Jul 8, 2016

Because of the growing concern of hacking and fraudulent schemes in the technology we use every day, the importance of password protection is something all businesses — and all individuals — should understand and apply.  (more)

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