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Financial Planning

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


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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Party Until the Punch Bowl is Taken Away

Party Until the Punch Bowl is Taken Away

While preparing for our latest newsletter we came across some new information we feel compelled to share with clients.  As we discussed in an earlier newsletter, this is not the first time the Federal Government has taken over financial markets and the economy.  They did it during the Great Depression…

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2012 Year End Planning List

2012 Year End Planning List

This year will end with great uncertainty, especially in tax planning.  Nonetheless, there are some actions you can take based on what we do know. Capital gains – Capital gains taxes may go up in 2013.  If you have a legacy stock you have owned for a long time that…

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Why Investors Should Seek Fee-Only Advice

Why Investors Should Seek Fee-Only Advice

“Financial Advising is a prescriptive activity whose main objective should be to guide investors to make decisions that serve their best interests.”- Daniel Kahnemann Executive Summary We believe investors should seek any advice but that they will be better served in a fee-only advisory relationship where the advisors’ interests are…

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Deferred Alpha

Deferred Alpha

I had the opportunity to talk briefly with the staff at International Value Advisors.  As you may know, some of our Less Volatile managers, who have ten year track records that have proven substantially better performance than major indexes, have been underperforming the US markets recently. There are two reasons for this. …

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