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storm
June 17, 2022
Blog
Three Crucial Lessons for Weathering the Stock Market’s Storm

Key Takeaways: Reacting to down markets is a good way to derail progress made toward reaching your financial goals.Over the past century, US stocks have averaged positive returns over one-year, three-year, and five-year periods following a steep decline.One of the

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maximize-your-impact
October 22, 2021
Blog
Maximize Your Impact: Charitable Giving Strategies

With the giving season nearly upon us, now is an excellent time to revisit your charitable giving plan and the tools you want to employ in it this year. Review the following strategies with your advisor to help maximize your

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curvy-road
September 23, 2021
Blog
10 Obstacles to Investing—and How to Overcome Them

David Booth, Founder & Executive Chairman, Dimensional Fund Advisors - We’ve learned a lot about investing over the past 60 years, a period that has seen many breakthroughs in the world of finance. What we know comes from studying public markets

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September 15, 2021
Blog
Explaining the Global Economic Recovery in 6 Charts

As U.S. stock markets continue to touch all-time highs, we illustrate the magnitude and speed of the economic recovery since the onset of the pandemic and subsequent recession. COVID-19 vs. Historical Infectious Disease Outbreaks Tremendous uncertainty surrounded the potential impact of the

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February 4, 2021
Blog
Gauging Market Expectations?

A recent flurry of return spikes for a handful of US stocks has captivated investors and noninvestors alike. Wall Street news trending on social media even amid an NFL playoff season is indeed an unusual event. So, what should investors

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covid-stimulis-bill
December 28, 2020
Blog, COVID-19
How Will The Newly Signed Covid Stimulus Bill Impact Me?

Buckingham’s Tim Maurer and Director of Advanced Planning Jeffery Levine have a lively discussion about the latest Coronavirus Stimulus 2.0 and what it may mean for you. For those continuing to search for additional perspective, this video series is a great

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May 1, 2020
Blog
So What If I’m Afraid to Rebalance?

Theoretically we get it—buy low, sell high. But what if the sheer thought of rebalancing your portfolio to preserve your asset allocation makes you panic?  Larry Swedroe explains how to face your fears. For those continuing to search for additional perspective,

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long-term
April 9, 2020
Blog
Long-Term Investors, Don’t Let a Recession Faze You

In the past century, there have been 15 recessions in the US. In 11 of them, stock returns were positive two years after the recession began. With activity in many industries sharply curtailed in an effort to reduce the chances of

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video2
April 1, 2020
Blog, COVID-19
What Considerations Should Small-Business Owners Make During This Time?

The financial considerations of owning a business are complex on a good day. Throw in a global pandemic and relief provisions that change by the hour, and it’s no wonder owners are overwhelmed. Tom Bodin breaks it down. For those continuing

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video3
April 1, 2020
Blog, COVID-19
What are the tax relief measures being taken and do I qualify?

Beyond a new filing deadline, several early measures were taken to ease the tax burden upon individuals and businesses impacted financially during COVID-19. Jeffrey Levine shares what we need to know about tax relief. For those continuing to search for additional

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Recent Posts
  • Three Crucial Lessons for Weathering the Stock Market’s Storm
  • Maximize Your Impact: Charitable Giving Strategies
  • 10 Obstacles to Investing—and How to Overcome Them
  • 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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