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Posts by: Joe E Hines, Jr.

My Thoughts on Debt

My Thoughts on Debt

Economic Dangers The primary economic danger of debt is that compounding interest works against you rather than for you. The second economic danger of debt is that debt becomes a trap – getting in takes no effort, but getting out can feel impossible. The feeling of power turns into a…

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Golfing and Rocking Chairs can get old fast!

Golfing and Rocking Chairs can get old fast!

Retirement – Many people dream of the day when they will not have the stress or daily demands from their employer, customers, and colleagues. For some, the work is not satisfying or it is just not a pleasant environment to work. No matter the reason, most people only focus on…

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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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