1st Global Perspectives:

First Quarter 2018

  • Five Tips to Bring Your Estate Plan to Life
  • Socially Resonsible Investing 101

Fourth Quarter 2017

  • Understanding the Volatility of Equities . . . and our Emotions
  • 6 of 10 Reasons to Consider investing in International Equities

Third Quarter 2017

  • Midyear Outlook:  A Rising Tide
  • The Principles, Perks and Pitfalls of IRAs

Second Quarter 2017

  • Fixed-Income Stategies for a Rising-Rate Environment
  • Investment Shock Absorbers

First Quarter 2017

  • Asset Allocation 101
  • Navigating the New Normal:  Fixed-Income Investing in a World of Mounting Risks