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Retirement Planning

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When planning for the future, most of our clients have two simple goals: to retain adequate assets throughout retirement in the event of death, to leave the surviving spouse with adequate resources to live a comfortable life.

We believe that Financial Planning is an ongoing process, not a product. In order to define and predict financial success, we have developed a core tool that we call the Financial Picture. We use the Financial Picture to evaluate a new client’s current status and to monitor all changing variables annually.


Quarterly Newsletter to the Public: Q2 2014

“People are asking me where the outlook is good, but that’s the wrong question… The right question is:  Where is the outlook the most miserable.’”  Legendary global investor John Templeton Executive Summary At the Morningstar conference in Chicago in June, some of the industry’s best and brightest were out sharing…

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The Importance of Time Horizon and Asset Buckets

“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 This regular update is intended to be used as talking points with clients. People who have money have a long time horizon with most…

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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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Fee-based vs. Fee-only. Why does it matter?

Global View Investment Advisors is a fee-ONLY firm.  We are paid by our clients and ONLY by our clients.  While we may pay others for referrals, we will not accept payment for giving them.   “Financial Advising is a prescriptive activity whose main objective should be to guide investors to make…

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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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Target Date Funds Might Not Deliver Retirement Bliss

Investors, mired in uncertainty, often make the easy choice by selecting a “target date” fund based on their expected retirement date, especially in their 401ks.  They do so because they must this will increase their odds of having funds they need to spend in retirement.  Robert Arnott looked at these and found…

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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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