Eight Signs Your Computer Has Been Hacked

Greg Wilson, Head of Information Security
May 17, 2018
While the latest advancements in technology have made life more convenient, they’ve also led to an increase in the abilities of hackers to compromise others’ computers, creating the nuisance and burden of financial and identity thefts. Even with anti-virus software...Read more »

Maximizing Your Time and Priorities

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 »

Flacks Guide to Hackers: The Communicator’s Role in a Cyber Incident

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 »

Factors to Consider When Buying a Home

Tynecia Martin, MBA, LUTCF®, FSS, Channel Marketing and Brand Specialist
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 »

Welcome to the New 1stGlobal.com

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 1stGlobal.com . 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 »

A Recipe for Achieving Your Goals

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 »

DOL Proposal on Association Health Plans Could Help Advisers

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 »

Managing Volatility through Diversification

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 »

The Cost of Market Timing

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 »

Staying on Track During Market Fluctuation

Michelle Melton, Communications Specialist
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 »

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About CPA Wealth Enterprise

CPA Wealth Enterprise is a monthly newsletter 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.