Bill Pay  |  Wealth 360  |  Tax Portal  |  ShareFile

CRS Form
logo dark logo light logo
  • Home
  • Who We Are
    • About Global
    • Our Team
    • Our Values
  • What We Do
    • Business Management
      • For Athletes
      • For Artists
      • For Entrepreneurs
    • Tax & Accounting
    • Wealth Management
  • Insights
  • Contact
Client Login
Mobile Logo
  • Home
  • Who We Are
    • About Global
    • Our Team
    • Our Values
  • What We Do
    • Business Management
      • For Athletes
      • For Artists
      • For Entrepreneurs
    • Tax & Accounting
    • Wealth Management
  • Insights
  • Contact
May 15, 2019
Blog
When Value Underperforms

Imagine you are a competitive diver in the Olympics. You will be judged on your form, your technique and the difficulty of your dives. The more complicated a dive, the higher your potential score. But also, the higher the chances

arrow_forward arrow_forward
May 1, 2019
Blog
The Uncommon Average

“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.” —David Booth The US stock market has delivered an average annual return of around 10% since

arrow_forward arrow_forward
April 1, 2019
Blog
The Index Bogeyman

Over the last several years, index funds have received increased attention from investors and the financial media. Some have even made claims that the increased usage of index funds may be distorting market prices. For many, this argument hinges on

arrow_forward arrow_forward
March 10, 2019
Blog
Déjà Vu All Over Again

Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities. Over the years, these approaches have sought to capitalize on developments such as the perceived relative

arrow_forward arrow_forward
January 8, 2019
Blog
Addressing Three Common Investor Questions

In 2017, global markets moved up most of the year, but that surely wasn’t the case in 2018. In fact, we haven’t seen that type of volatility in U.S. markets for some time. In this article, we’ll address three of

arrow_forward arrow_forward
December 19, 2018
Blog
Holiday Greetings From Global

From all of us at Global, we wish you a very Happy Holiday season and a peaceful and prosperous New Year.  We hope you enjoy this year’s animated card below.  In recognition of the upcoming holidays, the offices of Global Business

arrow_forward arrow_forward
December 3, 2018
Blog
Why Should You Diversify?

As 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios. For the five-year period ending October 31, 2018, the S&P

arrow_forward arrow_forward
November 1, 2018
Blog
Midterm Elections – What Do They Mean for Markets?

It’s almost Election Day in the US once again. For those who need a brief civics refresher, every two years the full US House of Representatives and one-third of the Senate are up for reelection. While the outcomes of the

arrow_forward arrow_forward
October 3, 2018
Blog
Total Cost of Ownership

Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision. People rely on a lot of different information about costs

arrow_forward arrow_forward
September 4, 2018
Blog
The ABCs of Education Investing

With school back in session in most of the country, many parents are likely thinking about how best to prepare for their children’s future college expenses. Now is a good time to sharpen one’s pencil for a few important lessons

arrow_forward arrow_forward
  • arrow_back
  • 1
  • 2
  • 3
  • 4
  • arrow_forward

Posts navigation

Previous 1 2 3 4 Next
Sherman Oaks
Sherman Oaks
15260 Ventura Blvd.
Suite #1750
Sherman Oaks, CA 91403

Tel: (818) 385-3100
Fax: (818) 385-3110
Valencia
Valencia
23822 Valencia Blvd.
Suite #304
Valencia, CA 91355

Tel: (661) 286-0044
Fax: (661) 286-0079
*Nashville

Nashville
1222 16th Ave South
Suite #26
Nashville, TN 37212

Tel: (615) 418-6626
Fax: (615) 488-0920

*An office of Global Business Management
Insights
  • Bart Brewer Interview on policygenius.com
    March 24, 2021
  • Gauging Market Expectations?
    February 4, 2021
  • How Will The Newly Signed Covid Stimulus Bill Impact Me?
    December 28, 2020
  • Privacy Policy
  • Legal Disclaimer
  • ADV II
  • CRS Form
  • Business Continuity Plan
Global Business Management was established in 1960 and is a collaboration of three distinct companies: Global Business Management, Inc., a family office servicing high net worth individuals and businesses; Global Tax & Accounting, Inc., a tax and accounting firm; and advisory services offered through Global Financial Advisory Services, Inc., a registered investment adviser. Clients wishing to engage the services of any of the firms must contract with each firm separately and render fees as specified under each arrangement.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.