Financial Resources

At Kosmatka Donnelly & Co. we want to you get answers to your questions quickly and efficiently. That’s why we’re keeping you updated on the latest financial and accounting news and information right from this page. Check back for new articles and links often.

Quarterly Perspectives Newsletter (Click here to read) (pdf file)

An Investor's Best Friends (Click here to read more)

Any investor would do well to call on three friends during the course of his or her financial life: diversification, patience and consistency. Regardless of how the markets perform, they should be a part of your investment philosophy.

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1st Global Announces Dr. Harry M. Markowitz, Ph.D. Engaged as Advisor/Consultant (Click here to read more) (pdf file) DALLAS - 1st Global, the wealth management and business develpment 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 Solution (IMS) investment committee and as a consultant to 1st Global's Investment Management Research Group (IMRG).

 

Securities offered through 1st Global Capital Corp. Member FINRA/SIPC. Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc. We currently have individuals licensed to offer securities in states of AZ, AL, AR, CA, ID, KS, MI, NV,OR, SD, and WA. This is not an offer to sell securities in any other jurisdiction.