- 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 Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
As our nation ages, many Americans are turning their attention to caring for aging parents.
A collection of tips from professional travelers.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much of your Social Security benefit may be considered taxable.
The importance of life insurance, how it works, and how much coverage you need.
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 some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How will you weather the ups and downs of the business cycle?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
When should you take your Social Security benefit?
Smart investors take the time to separate emotion from fact.
Around the country, attitudes about retirement are shifting.