- 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.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Why have the markets been so volatile recently?
When to start? Should I continue to work? How can I maximize my benefit?
An increasing number have been developed to help individuals with their personal finances.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
If you find it hard to attain personal life goals, there’s an app for that!
Try these activities to keep your brain sharp.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are three things to consider before dipping into retirement savings to pay for college.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
$1 million in a diversified portfolio could help finance part of your retirement.
It's easy to let investments accumulate like old receipts in a junk drawer.
Here is a quick history of the Federal Reserve and an overview of what it does.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?