Global Wealth Management Blog


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China’s Rebound

By Global Wealth Management | December 18, 2020 | Comments Off on China’s Rebound

In mid-November, China signed an important and symbolic free-trade agreement with 14 countries, including Japan, South Korea, New Zealand and Australia. The deal, which represents 30% of the world’s population, eliminates tariffs and quotas on 65% of goods traded in the Asia-Pacific region. Global economists say the deal is further evidence of Asia’s growing power,…

Advantages of Gender-Lens Investing

By Global Wealth Management | December 2, 2020 | Comments Off on Advantages of Gender-Lens Investing

Gender-lens investing is the tactic of screening companies through female-centric filters. According to analysis by the Wharton School of Business, these filters include: Advancing women in finance Advancing women in leadership Advancing products and services that improve the lives of women Advancing companies that have a positive effect on their female employees Advancing companies that…

Let’s Talk About … the 401(k)

By Global Wealth Management | November 18, 2020 | Comments Off on Let’s Talk About … the 401(k)

The 401(k) originally began as a company profit-sharing plan. Companies had been funding defined benefit pensions for years, but as their annual profits and stock prices experienced volatility, they looked for ways to share that burden with employees. Through profit sharing, workers made money when the company did and made less during down years. While…

Why Endurance Training & Wealth-Building Are More Alike Than You Might Think

By Global Wealth Management | January 25, 2020 |

It might seem odd, but yes, endurance training and wealth building have more in common than one might think. Recently, an article was published on another financial website comparing the two. The author of the article is a regular contributor to the FinancialMentor.com website, Larry Weber. Weber has coached running champions for 30 years, from…