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Economic Commentary

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Economic Commentary from Global View Investment Advisors.

2015 End of Year Letter for Public

Executive Summary: While listening to market forecasts may be entertaining we are convinced that only fundamentals matter to long-term performance and that fundamentals are bound to return to the markets. While the last several years have been excellent for US stock market indexes like the S&P 500 (until this year)…

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Market Update

Brief Summary The last five years have been good for US stock large cap indexes but hardly anything else. The period from 2011-2014 was an outlier, where US stock large cap indexes rose well ahead of their fundamentals.  This period has come to an end.  Few investors know that, in…

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Fiduciary Responsibility

Is Wells Fargo working for its clients or shareholders?  Does it make sense for a Financial “Advisor” to be pressured to maximize the number of “products” that his clients have? “The issue now is whether Wells Fargo is stepping over the line, both by selling products to customers that may…

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2015 Year End Planning Checklist

2015 Year End Planning Checklist       Thanksgiving is here and Christmas is not far down the road. Here are a few tax specific items we recommend you revisit as 2015 draws near its conclusion. Capital gains – If you have a legacy stock you have owned for a…

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Worry-Free with index annuities … not likely

Index annuities were designed in 1995 to create CD returns.  That is what they have historically done and will continue to do.  While there may be anomaly years at times current offerings are pretty much going to give CD returns.  Unfortunately there are a lot of folks out there (including…

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