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Financial Planning

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


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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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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Why is Your 401k Fund so Risky?

Why is Your 401k Fund so Risky?

Why is Your 401k Fund so Risky?  Because Experts are Telling You to Buy Funds Run by Clerks Managing Other People’s Money (with no skin in the game)! In last week’s story, Joe was forced to retire a decade later than planned because his portfolio took a tumble.  And it…

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Help Others You Love Become Credit Worthy

Help Others You Love Become Credit Worthy

Because nearly everyone starting out uses credit to buy a car, home or pay for school, credit scores are a crucial piece of your financial life. And while most people dislike debt, you will likely use it. Which means you should manage it well. Almost everything you do with money…

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