- We listen to identify your dreams and goals
- We gather, organize and analyze your financial information
- We make recommendations based upon your needs
- We agree upon clear objectives and risk expectations
- We monitor your investments and track the progress
- We refine and revise along the way
- We offer investment strategies with downside protection for unpredictable markets
- We offer insurance solutions which are an important foundation to all financial plans
- We assist you with creating a legacy for future generations
- We help protect your family from life’s unexpected challenges
Investing for Humans
Wealthsimple is a pioneer in the robo-advisory field. Launched in 2014, they now account for over 75% of Canada's online advisor space and recently launched in the US and UK.
Wealthsimple prioritizes user-friendly design and paperless onboarding for clients of all ages.They've been widely covered by Canada's Business News Network, The Globe and Mail and CBCamong others as the one to watch in this space.
As a business owner or employer who offers your employees a retirement plan, you have a BIG problem! The Department of Labor has passed some new rules that are going to alter the way you do business vis-a-vis your fiduciary responsibilities to the plan. With these rules, all the providers on your retirement plan are going to have to explain in plain English what fees you are paying and what services they are providing for those fees.
As experienced financial services professionals, we are uniquely positioned to work closely with your organization. We pride ourselves on learning about our clients' business and we work to provide the right plan options for each business. We are passionate about making sure plan sponsors and participants receive the same level of service that larger plans receive. To learn more about Global View Capital Advisors.
60 Seconds with Rudy Garcia
Investors who understand that the economy moves through periods of recovery and recession may have a better perspective on the overall cycle. During recovery, understanding whether the economy is at an early or late stage of the cycle may influence certain investment decisions. Conversely, during a recession, deciphering whether the economy is passing through a shallow or deep cycle also may influence certain decisions.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
The latest trends in travel reflect a rich menu of exciting new possibilities.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
What is your plan for health care during retirement?
The decision whether to buy or rent a home may have long-term implications.
It’s never a bad time to speak with your financial advisor about changes in your situation.
There’s an alarming difference between perception and reality for current and future retirees.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A bucket plan can help you be better prepared for a comfortable retirement.