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Posts by: Joe E Hines, Jr.

What does retirement mean to you?

What does retirement mean to you?

What does retirement mean to you? Don Carson, retired Civil Engineer/Project Manager, Jacobs Engineering (age 79) In a brief discussion with Don Carson, we got his story of retirement. His career started with the Army Corps of Engineers in 1961 and J.E. Sirrine in 1963, which later became Jacobs Engineering,…

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2016 Year End Planning Checklist

2016 Year End Planning Checklist

Thanksgiving is gone and Christmas is not far down the road. Here are a few tax specific items we recommend you revisit as 2016 draws near its conclusion. Capital Gains – If you have any large capital gains, now may be an excellent time to take offsetting losses to neutralize…

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3 Life Changes That Call for Review

3 Life Changes That Call for Review

Financial planning is an ongoing process meant to build and protect your wealth as you go through life. Along the way, certain milestones can have an impact on your financial goals. When these crop up, it’s important to consider making adjustments to your strategy sooner rather than later. While it’s…

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Ken Moore quoted in September Money Magazine

Ken Moore quoted in September Money Magazine

  Money Magazine publishes The Case for Global Investing, quoting Ken Moore Our clients know that we put their interests first by eliminating possible conflicts of interest. And not only clients recognize our grasp of global investing.  After a veteran reporter for Money Magazine, Carla Fried, read Ken’s latest newsletter…

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Erin Sweatt has joined Global View

We are excited to announce that Erin Sweatt has joined the Global View Team.  As a Para Planner, Erin will work alongside of our Advisors in managing client relationships and special financial planning needs, including retirement transition, education and estate planning. Prior to Global View, Erin began her career at another…

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Welcome Caroline Clarke to Global View!

We would like to welcome Caroline Clark to Global View as part of our internship program. Caroline is a senior business major at Furman University. She will be assisting us with financial planning initiatives and special projects.   Caroline is from Beaumont, Texas and spent last summer as an intern with…

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Why use Credit Cards over Debit Cards

Today I got a voicemail from my credit card company telling me that they suspect fraudulent activity on my account. Of course, I immediately checked the account online and called them back. There were charges at two stores: $500 at Michael Kors and $200 at the Finish Line. There was…

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