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Financial Planning

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


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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