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Financial Planning

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Financial Planning Analysis & Trends. Commentary from Global View Investment Advisors


Attention Accountants:  What you DON’T see (like high fees in variable annuities and other loaded investments) is destroying your clients’ wealth!

Attention Accountants: What you DON’T see (like high fees in variable annuities and other loaded investments) is destroying your clients’ wealth!

When accountants prepare income tax returns for clients they generally seek to minimize the current year tax bill. All things equal we agree. But all things are never equal. Because most of the true costs your clients face are not disclosed, most accountants don’t have the full picture. Most accountants…

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How Will The President Finance his Proposals?

How Will The President Finance his Proposals?

Small business confidence has soared after the Presidential election because US business owners and taxpayers are ebullient about a possible reduction in corporate taxes. Many are also excited about his plans to overhaul our infrastructure. But they are concerned about the cost of this. In order to pay for this,…

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Ways to Save in 2017

Ways to Save in 2017

As we start off the new year we all have new year resolutions. Many individuals say they want to be healthier, for many this includes going to the gym and eating better. Why not start off the new year financially healthy? Below you will find a guideline providing you different…

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