Gary Weinlein, CLU, ChFC, BFA™, Practice Consulting Regional Director
May 15, 2018
Oprah Winfrey once said, “You can have it all, just not all at once.” When I reflect on the meaning of that statement, I can’t help but think about time management. What she’s saying is that it’s important to prioritize...Read more »
Ryan George, AVP of Marketing Communications
May 8, 2018
Included as the most dangerous jobs in America today are loggers, deep sea fishermen, truck drivers and… professional communicators? Danger is a relative term, and in today’s digital world communicators are increasingly finding themselves in professionally precarious positions. There’s likely...Read more »
1st Global
May 1, 2018
Although purchasing a home is the American dream for some, it should not come at the cost of your financial peace of mind. The key is to weigh all of your financial considerations prior to making a home buying decision.Read more »
Ryan George, Assistant Vice President of Marketing and Communications at 1st Global
April 27, 2018
It is my pleasure to welcome you to the new . Our new digital home for all things 1st Global – information, updates, content, access and insights – is intended to serve the needs of many stakeholders. In the...Read more »
Shelley Yates, Communications Senior Advisor
April 25, 2018
Does thinking about investing leave a bad taste in your mouth? With all the jargon that gets tossed around — headwinds/tailwinds; beta versus smart beta; portfolio under- and over-weightings; Brexit, Grexit and even Texit — investors are often left feeling...Read more »
Dale Brown, President & CEO, Financial Services Institute
April 18, 2018
Allowing groups to negotiate health plans with insurers could make it easier for small businesses to find affordable coverage. Traditionally, one of the most significant obstacles many small business owners face is finding quality, affordable healthcare solutions for themselves and...Read more »
Shelley Yates, Communications, Senior Advisor at 1st Global
April 12, 2018
It’s impossible to time the market perfectly or completely avoid market fluctuations, and every year, there is significant rotation on which of the asset classes at right perform well or poorly. So how can long-term investors not only endure market...Read more »
Shelley Yates, Communications Senior Advisor
April 11, 2018
Building and protecting what you’ve earned is critical to achieving your goals, but it is impossible to time the market perfectly. Incorrectly timing the market can come with a high cost: when the market unexpectedly performs well, an investor may...Read more »
1st Global
April 4, 2018
“Buy low, sell high” is often the first piece of investment advice we receive and the first sage wisdom we ignore when anxiety-inducing headlines like “Dow Plunges 1,175 — Worst Point Decline in History” appear in bold red letters across...Read more »
Ryan George, AVP of Marketing and Communications at 1st Global
April 4, 2018
What happens when a trio of industry leaders with 90+ years of experience get to talking? You learn a lot. About how things were, the challenges of today and how to best solve for the future. Recently, 1st Global President...Read more »

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About CPA Wealth Enterprise

CPA Wealth Enterprise is dedicated to educating and informing readers about developments, trends and insights regarding comprehensive wealth management. Written by experienced consultants and practitioners, CPA Wealth Enterprise is specifically tailored to a CPA audience that understands that wealth management is an ethical, service-based business. It provides important information on improving client satisfaction, building your business and improving your wealth management skills.