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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 Management, Global Tax and Accounting, and Global Financial Advisory Services will be closed: Friday, December 21st...

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 500 Index had an annualized return of 11.34% while the MSCI World ex USA Index...

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 to help inform these decisions. When you buy a car, for example, the sticker price...

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 before heading back into the investing classroom to tackle the issue. THE CALCULUS OF PLANNING FOR...

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 newsletter. Together, these charts illustrate foundational principles of investing such as focusing on the long...

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 tax time. Some of our clients might find our tax organizer helpful, while others might download or scan...

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 were bumps along the way and that markets don’t always go up in a straight...