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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

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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

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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

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July 3, 2018
Blog
AgilLink turns in a star performance at Global
July 3, 2018
Blog
The 4 Charts Every Investor Should Know

Sometimes a picture really can make things easier to understand. Many of the important ideas and concepts you need to know as a long-term investor don’t require lengthy explanations. They can be as simple as the four charts in this

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February 26, 2018
Blog
Preparing For Your 2017 Tax Meeting

Let’s face it, getting your taxes done is not something most people look forward to. It can be a frustrating process of gathering tax forms, information, receipts and might seem overwhelming at times. However, getting yourself organized can remove a lot of the stress associated with

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January 27, 2018
Blog
A Few Investing Reminders

It’s been an impressive run for stocks over the past year and clients have been rewarded for being patient and sticking with a disciplined, evidence based investment strategy. After seeing significant gains, however, it can be easy to forget that there

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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
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Suite #25
Nashville, TN 37212

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

*An office of Global Business Management
Recent Posts
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  • Explaining the Global Economic Recovery in 6 Charts
  • Gauging Market Expectations?
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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.

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