My Tax Account  My Wealth Management Account

CEC Interview at AICPA Conference

Education Planning

Wise Money: Disciplined Action

Three months ago in my last letter I wrote about ‘anti-fragility’: that the downturn we experienced in the stock market at the end of 2018, while upsetting, was NOT the end of the world. It was an occasion to review our portfolio and get better.


Where are we now?

Medicare: Avoiding a High Premium

Most people who are eligible to receive Medicare benefits pay no premium for Medicare Part A. However, upon enrolling in Medicare, you will need to factor premium costs into your budget for benefits available under Parts B, C, D and Medigap, based on your needs and preferences.

Security Theater

Imagine a brainstorming session in Detroit going something like this:

Cars have gotten so expensive, why don’t we add an alarm to provide increased protection against theft?

More Financial Missteps

Personal finance, like just about everything else, is mainly common sense. Advice like “don’t spend more than you make; start investing while you’re young; don’t loan money to friends with the expectation of getting it back,” have been around for generations, and most likely will survive the next few generations as well.

Financial Mistakes Real People Have Learned From

Finances are complicated for some of us. That’s okay, we’ve all been there. Featured today are some real-life financial mistakes that real people have made, that they’ve learned from, that they want you to also learn from so you don’t make the same mistakes. (Or if you’ve made these same mistakes, just know that you’re not the only one!

Financial Forum April 2019

Market Commentary – A Strong Start to the Year, but Risks Remain

After suffering their worst December since the Great Depression, stocks had their best first quarter in ten years primarily due to the Federal Reserve halting interest rate increases and improving U.S-China trade relations. Perhaps the most impactful event of Q1 was the Fed

How to Start Investing

If you’re interested in beginning to invest but are nervous, or simply don’t have a lot of money to invest, why not start slow?

There are a multitude of ways to get started without risking a lot of money in the process. If you have $1,000 and are ready to start investing, here are some ways to do so:

Putting a Value on Your Collection

Whether you collect fine wine or folk art, baseball cards or bone china, comic books or classic cars, valuation can be a tricky business. Market fluctuations, economic conditions, popular trends, and the course of history can all influence whether a collection accrues value as an investment, or retains more sentimental than monetary value over the years.

How Do You Save For College? There Is No Wrong Answer!

Many of us cringe at the thought of paying for college. How do we even begin to think about that process? It's an incredibly expensive pursuit. The costs are forever rising when it comes to college expenses and that goes for private, public or trade schools.

The Ins and Outs of Online Banking

In a few short years, it seems as though the banking industry has revolutionized. It is now easier (and more convenient than ever) to tend to your banking needs, all from the comforts of your pajamas. Gone are the notions of banking hours, and the never-ending lines when you want to deposit your paycheck.

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Securities offered through 1st Global Capital Corp., Member FINRASIPC. Investment Advisory Services offered through 1st Global Advisors, Inc. We currently have individuals licensed to offer securities in the states of AL, CA, FL, GA, IL, MN, MO, NJ, OH, SC, TX and VA. This is not an offer to sell securities in any other state or jurisdiction. Insurance services offered through 1st Global Insurance Services, Inc.


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