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
August 1, 2025
Blog
The Economic Outlook for Q3 2025

After a 0.5% contraction in the first quarter, growth rebounded in the second quarter. The labor market remains resilient, while inflation shows signs of gradual moderation. Focus Partners' Kevin Grogan looks ahead to the second half of 2025, sharing our

arrow_forward arrow_forward
July 21, 2025
Blog
Quarterly Outlook: Uncertain Trade Policy Weighs on Growth

Main Takeaway Uncertainty around trade policy continues to weigh on the U.S. economy, with signs of slowing emerging in the second half of the year. Real final private demand (GDP less more volatile components such as inventories, trade, and government spending)

arrow_forward arrow_forward
July 15, 2025
Blog
Q2 2025 Quarterly Investment Commentary

After a rocky start to the second quarter, marked by tariff headlines, shaky consumer confidence, and market volatility, markets ended the quarter much higher than they began. The S&P 500 gained 10.9%, fully recovering from April’s dip, and finishing the first

arrow_forward arrow_forward
July 9, 2025
Blog
One Big Beautiful Bill: A Summary for Tax Planning

The recently passed tax and spending package includes several notable changes that could have significant tax implications for your financial plan. Whether you’re focused on wealth preservation, retirement, or generational planning, here’s a quick look at some of what’s staying

arrow_forward arrow_forward
May 27, 2025
Blog
Will vs. Trust: Which Best Protects Your Wealth and Legacy?

A Last Will and Testament and a Revocable Trust are two essential tools for distributing assets — but which one is the right fit for your estate plan? Estate planning isn’t just about distributing assets — it’s about protecting your legacy,

arrow_forward arrow_forward
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 #25
Nashville, TN 37212

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

*An office of Global Business Management
Recent Posts
  • The Economic Outlook for Q3 2025
  • Quarterly Outlook: Uncertain Trade Policy Weighs on Growth
  • Q2 2025 Quarterly Investment Commentary
  • One Big Beautiful Bill: A Summary for Tax Planning
  • Will vs. Trust: Which Best Protects Your Wealth and Legacy?
  • 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.