iii Global Wealth

iii Global Wealth We apply our expertise and passion to translate complex financial issues. We create CUSTOM ACTION PL

05/28/2026

Do you know your financial ABCs? C stands for correlation. This concept can also apply to your day to day life!

In the world of finance, correlation is how different investments move in relation to one another. The importance of correlation is especially relevant when looking for diversification in a portfolio. If all your investments move together, you’ll need more diversity!

You can find correlations in life as well, in regards to work, family, health, education, and hobbies. Similar to a portfolio, it’s important not to tie all your happiness to one thing! Setbacks are bound to happen, but if you understand the correlations in your life, they don’t have to define you. Finding balance is the key to resilience!

Talk to your financial advisor about correlation. The concept can help you create a stronger wealth plan!

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05/21/2026

In the ABCs of investing foundations, B stands for beta. At its core, beta is how much an investment moves when markets move. When the markets go up, do you benefit? When they drop, how hard do you feel it?

We don’t all react to life’s ebbs and flows in the same way, and neither do investments! So what does beta mean for your portfolio? You can’t control the market, but you can pick and choose how much exposure you want.

In both investing and in life, it’s important to recognize what’s outside of your control. While volatility is part of growth, it is important to understand your own risk capacity. This shows up in market cycles but also in career decisions, parenting and caregiving, and all major life transitions. Risk isn’t just about what happens to you, but how prepared you are for surprises and changes!

Good living and good investing isn’t about avoiding movement. It’s about choosing the level of movement you can live with. Talk to your advisor about how to incorporate beta to make the most of your portfolio!

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Hello on-boarding!!!
05/20/2026

Hello on-boarding!!!

What’s a financial literacy topic that you would like to learn more about? Find us on You Tube at iiiglobalwealth and le...
05/14/2026

What’s a financial literacy topic that you would like to learn more about? Find us on You Tube at iiiglobalwealth and let us know what your fave is!

NEW VIDEO What’s Wrap Around Sevice Got To Do With It? Find us on...
05/14/2026

NEW VIDEO What’s Wrap Around Sevice Got To Do With It? Find us on YouTube under iiiglobalwealth

05/14/2026

Alpha is one of the building blocks of investing. Simply put, it’s the value added beyond the market. It’s not about taking more risk - it’s about making thoughtful decisions over time.

In investing, alpha is the difference between where the market is at, and where you’re at. But alpha isn’t just an investing concept, it’s something we can consider in every aspect of our lives!

In our day to day, the concept of alpha shows up as extra effort behind the scenes. Choosing to do the right thing, even when there’s no reward in it for you. Alpha doesn’t show up overnight - you have to create the conditions for it over time. This looks like pairing consistency with intention. Work hard, be patient, and you’re sure to see results over time!

If you haven’t talked to your advisor about alpha yet, what are you waiting for?

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Making aligned decisions feels good!
04/29/2026

Making aligned decisions feels good!

04/24/2026

A new client recently described our offerings as a ‘Wrap Around Service’. We absolutely love this phrasing! It perfectly describes our holistic approach to your financial plan.

Our financial plans aren’t just about investments, and aren’t just a snapshot of your finances. They’re living plans that change as your life evolves. As a rule, every time we meet with a client, we update their financial plan. To create a comprehensive plan, we need a lot of details from our clients - so our conversations can get deep!

We’ll make sure to discuss your insurance plans, prioritize tax efficiency, and cover your personal directive and estate planning. We want to make sure you’re covered all year round, every year - from now into the future!

We aim to craft a plan that’s personalized and thorough. Talking about every aspect of your financial plan with one inclusive team who really understands you can make your finances so much more approachable - and more cohesive. And that’s what we call a wrap around service!

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04/09/2026

Tax time is here! Feeling unprepared for this time of year is totally normal. But instead of letting your anxiety take over, use it as an opportunity to have a productive conversation with your accountant!

Before your meeting, write down a few questions to make sure you don’t forget anything. It’s not annoying to come in with a list - it’s helpful!

There are many possible ways to bring all your documents and info into your meeting (spreadsheets, binders, etc), but if you’re not sure which one works best for you, ask your accountant how they like to receive everything.

Remember that they don’t just need paperwork, they also need context. Be prepared to tell them what changed this year. Did you start a new job? Sell an asset? Change up your investments?

Tax season is a chance for your financial team to all work together, and work towards your future. Think of your tax meeting like a check-in, not a chore. Remember, it’s not a test! Your accountant is there to help you get the most out of your return.

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We are so pleased to welcome Nicola Bergin back to iii Global Wealth. After more than a decade, Nicola returns with deep...
04/07/2026

We are so pleased to welcome Nicola Bergin back to iii Global Wealth. After more than a decade, Nicola returns with deep experience, a strong client‑first philosophy, and a familiar presence many of our clients already know and trust. We are perfectly aligned in our commitment to being right beside our clients, always. Welcome back Nicola Bergin, BA(Hons), CIM

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