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Financial Planning

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


Quarterly Newsletter to the Public- Q1 2014

April 22, 2014 “We’re generally overconfident in our opinions and our impressions and judgments.’”  Daniel Kahneman, Nobel winning Psychologist and recent author of Thinking Fast and Slow Executive Summary The economic reality is that most of the world is mired in a New Normal where economic growth is no longer…

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Maximizing Social Security

A Brief History The Social Security Act was written into law in 1935 as part of President Franklin D. Roosevelt’s New Deal. It is primarily funded through payroll taxes enacted in the Federal Insurance Contribution Act (FICA). Part of this is funded by the employer and part by the employee,…

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2013 Year End Planning Checklist

. Although Halloween has yet to come and go, and Christmas is still far down the road (at least we like to pretend), we here at Global View have begun the arduous process of closing the books on 2013.  Time is clicking away for you as well to finish up…

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Quarterly Newsletter to the Public – Q3 2013

Quarterly Newsletter to the Public – Q3 2013 “The greatest enemy of knowledge is not ignorance, it is the illusion of knowledge.” Stephen Hawking Executive Summary The US stock and bond markets continue to trade based more on expectations of what the Federal Reserve will do than on fundamentals. The…

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Protecting Your Assets from Fraud

Scammers attempting to commit wire fraud are on the rise. Attempts are widespread and becoming more sophisticated than ever making it increasingly difficult to detect when requests from clients are legitimate. At Global View, we are doing everything possible to protect and prevent criminals from gaining access to your accounts….

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Taking Action for Your Financial Future

According to an article published in Forbes “80% of financial planning recommendations don’t lead to action,” leaving only 20% implemented. Global View strives to have 100% of recommendations implemented. The first step Global View utilizes to achieve 100% implementation is to gain a full understanding of our client’s current financial situation through collaborative…

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Entering Retirement

Entering Retirement

Do you find retirement choices overwhelming?   How do you start your monthly pension and start spending retirement savings?   What about your health insurance?   What do you do with your 401k plan?   What about social security benefits and Medicare? Our Retirement Planning Checklist will help you make…

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Is College Really Worth the Money?

Is College Really Worth the Money?

Former Education Secretary William Bennett argues that most of America’s 3,500 colleges aren’t worth the investment. As costs rise, more families are taking a harder look at a college’s value instead of its reputation. Click here to read complete article.

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Quarterly Newsletter to Public Q1 2013

While we continue to believe much of the developed world is currently in a mild recession there is reason to believe that near-term deflationary forces may have been reduced, at least in the short-term. Nonetheless, the preponderance of other risks and current valuations do not make this a time to take increased risk.

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