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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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The Lasting Legacy of Harry Markowitz

By: 1st Global

Dec 15, 2015

In October 2015, many of the most accomplished and revered people in finance gathered in San Diego to celebrate the 25th anniversary of Harry M. Markowitz, Ph.D. receiving the Nobel Prize in Economic Sciences. On the eve of this celebration, Markowitz sat down with 1st Global Chairman and CEO Tony Batman for an enlightened discussion of finance, Modern Portfolio Theory, philosophy, the game of life and the business “a-ha” moments.  (more)

Five Simple Steps to Creating a Professional LinkedIn Profile

By: Ryan George
Director of Communications

Dec 15, 2015

It’s not an option — professionals from all industries must have active LinkedIn profiles these days. Whether you are a CPA, financial advisor or wealth management assistant, this is the first place your peers and your clients go for information about you.  (more)

Preparing a Risk-Ready Retirement Portfolio

By: Natalie Merrill
Senior Marketing Communications Writer

Oct 27, 2015

There are many different risks an individual will face in life, but when it comes to those factors that affect a person’s money, there are some important considerations one must make. How secure your wealth is during your retirement is something that should concern you, as it could highly impact your quality of living.  (more)

Four Guidelines for Creating Engaging Videos

By: Desiree Damon
Multimedia Specialist

Oct 27, 2015

If a picture is worth a thousand words, what do you think a video is worth? According to Dr. James McQuivey of Forrester Research, it’s worth about 1.8 million words.  (more)

Cashen: Why We Should Relax and Find Humor in Life

By: Ryan George
Director of Communications

Oct 27, 2015

Cashen, who was inducted into the National Speakers Association CPAE Speaker Hall of Fame®, specializes in inspiring new ideas, handling conflict, minimizing stress and energizing employees—topics she addressed at the 1st Global 2015 Eagles Executive Forum in Charleston, S.C.  (more)

Volatility Doesn’t Equal Loss — Unless You Sell

By: Paul Blease

Oct 27, 2015

One of the core principles that all successful long-term investors must exercise on a regular basis is the principle of courage. Without courage, you will achieve nothing in life worth having, personally or professionally. Volatility is the market’s way of testing your level of commitment and courage.  (more)

Process, Culture and Commitment Spur Explosive Growth: The Story of Porte Brown Wealth Management

By: Jack Fehr

Sep 29, 2015

Successful CPA firms often struggle with the concept of incorporating a wealth management practice into their overall business plans. The hesitance is understandable. CPAs are confident in their technical abilities, completely knowledgeable about tax laws and regulations, and expect revenues to flow in lockstep with timetables set in stone.  (more)

Finding Meaning in a Capitalistic World

By: Ryan George
Director of Communications

Sep 29, 2015

While many businesses focus solely on money and often define success by monetary measures, a new way of thinking is gaining momentum and changing the way many companies function.  (more)

Successful Leading through Building Relationships

By: Natalie Merrill
Senior Marketing Communications Writer

Sep 29, 2015

There are constant opportunities for individuals to step into leadership roles and make lasting connections with others, particularly in the financial services industry. The abilities of younger generations are becoming more apparent, thus furthering the need to ensure they are using their skills in the best possible ways.  (more)

A Case for Continued Optimism in 2015

By: Katie Howe
Communications Specialist

Aug 27, 2015

2014 may have been a year of global political unrest, a terrible economy and Ebola, but Marci Rossell is optimistic that 2015 is the year that everything is turning around. 1st Global sat down with the former CNBC Chief Economist at National Conference 2014 to discuss why 2015 shouldn’t be feared.  (more)

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