Back to School – A Review of the Student Loan Reform

September marks the time of year when students pack up their book bags and return to the classroom… and when tuition payments are due.

The costs of attending college have risen significantly over the years and a major source of funding is provided in the form of student loans.

The nation’s student loan program has been in place for decades. A major change to the program was implemented in the “Health Care and Education Reconciliation Act” that President Obama signed into law in March 2010.

Dr. Arthur Laffer, Economic Advisor to 1st Global

August 23, 2011 – Arthur Laffer, Ph.D., founder and chairman of Laffer Associates and economic advisor to 1st Global, was interviewed today on CNBC along with Marshall Sonenshine, CEO of Sonenshine Partners. The nine-minute segment focused on tax rates and government revenues. This short video quickly crystallizes and demystifies the Laffer Curve’s continued validity in these times and illustrates that issues surrounding taxing the wealthy are “not religion, but math.”

RBFI Investment and Market Perspective

San Diego, California, August 12, 2011 – Late last Friday Standard & Poors issued a historic downgrade of U.S. Debt from AAA to AA+. This unprecedented step has triggered immense debate and concern. It has also precipitated dramatic volatility in stock markets around the world.

Addressing Recent Market Volatility

San Diego, California, August 5, 2011 – Volatility in the Stock Market has generated anxiety and concern among investors, which you may be feeling as well.

The impasse for raising the US Debt Ceiling along with mixed consumer sentiment, slow domestic economic performance, and global concerns have contributed to the recent correction in the market.

Bruce Rawdin-Baron Selected to FSI PAC Board of Directors

San Diego, California, March 4, 2011– Bruce Rawdin-Baron was recently selected to serve on the Financial Services Institute’s (FSI) PAC Board of Directors.

The role of the FSI PAC Board includes establishing fundraising goals for FSI PAC fundraising programs, reviewing FSI PAC fundraising plans and the effectiveness of such programs, supporting FSI fundraising efforts, creating an election cycle FSI PAC budget, supporting FSI PAC through legally authorized personal contributions, encouraging FSI members to make legally authorized contributions to FSI PAC, and reporting to the membership to the FSI Board of Directors on a periodic basis as to the effectiveness of FSI PACs fundraising and the status of the current FSI PAC budget.

1st Global Engages Dr. Art Laffer as Economic Advisor

November 1, 2010 – DALLAS – 1st Global, the wealth management and business development partner to leading CPA, tax and estate planning firms, announces that Dr. Arthur B. Laffer, “Father of Supply‐Side Economics” and inventor of the Laffer Curve, has been engaged as an economic advisor to 1st Global’s Investment Management Solutions (IMS) investment committee and as a consultant to 1st Global’s executive management team.

1st Global Engages Dr. Harry M. Markowitz as Consultant and Advisor

DALLAS, TX – March 17, 2010 – 1st Global, the wealth management and business development partner to leading CPA, tax and estate planning firms, announces that Dr. Harry M. Markowitz, Ph.D., recipient of the 1990 Nobel Memorial Prize in Economic Sciences for his dissertation on Modern Portfolio Theory(MPT), has been engaged as advisor to 1st Global’s Investment Management Solutions (IMS) investmentcommittee and as a consultant to 1st Global’s Investment Management Research Group (IMRG).

Our Partners in Wealth Management

Financial Accounting Services Announces Wealth Management Partner September 04, 2012 TEMECULA – It is with great pleasure and professional satisfaction that we are able to assist individuals, families, and businesses with their investment management, financial planning, tax planning and preparation needs. In our continued commitment to you, we are pleased to introduce Bruce Rawdin-Baron, Steven Pollock, and … Continued

Introducing Reason Financial