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 »
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 »
Shelley Yates, Communications Senior Advisor
March 22, 2018
Affluent American investors have spoken ― taxes are a big deal. A recent AICPA survey of affluent American investors revealed that: 90 percent believe that effective tax planning is either very or somewhat important to their overall financial well-being in...Read more »
Shelley Yates, Communications Senior Advisor
March 14, 2018
New regulations can often make the life of a financial advisor cumbersome and overwhelming for clients as they navigate through stacks of new account paperwork and endless paragraphs of disclosure. However, new regulations can also create an opportunity for proactive...Read more »
Shelley Yates, Communications Senior Advisor
February 12, 2018
Getting engaged has taught me there is another area of wealth management where advisors can demonstrate their value – wedding planning.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.