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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

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Monday, December 10, 2018

In light of the recent volatility in the market, our portfolio strategists have published a market commentary explaining what is happening and giving some underlying insight as to what may be some of the causes. I am attaching the...

 

Sunday, December 9, 2018

Tax reform and tax preparation, how does it affect me? Wow! Where did 2018 go? It seems as if it was only yesterday that I was preparing my January 2018 Client only Newsletter! Do you remember what the topic was? Let me give you a...

 

Friday, November 9, 2018

Well, I am glad to see October in the rearview mirror! Between hurricanes, rain, rain and more rain, it was a particularly wet and gloomy month. I was finally able to get the tractor out and cut the 4 foot-high pasture in between the...

 

Sunday, October 14, 2018

It seems as though we are alerted to a new data breach every few weeks. It's constant and protecting yourself from these events often feels impossible. But it's not! There is one very important action that you should take today to...

 

Wednesday, October 10, 2018

October is here and the weather is trying to change from summer to fall. Of course, the ground here in Fluvanna is still saturated and squishy in most places. The gravel in our driveway is once again gathered at the bottom of the hill...

 

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Friday, September 21, 2018

As we head into the fourth quarter, it's time for the Fall Key Planning & Investment Deadlines postcard. Every quarter, I like to send clients, family, and friends a reminder postcard of all the key financial deadlines heading our way...

 

Monday, September 10, 2018

The final days of summer are on us. As usual with Catherine and me, we tried to accomplish way more than we should have! We finished our final excursion on August 14th, just in time to get back to Fork Union so she could start...

 

Friday, August 10, 2018

Hope that your summer has gone well. As you know, Catherine and I have been doing a bit of traveling this summer. In fact, I am writing this letter while I am sitting in the dining room of my mother-in-law's house in Buffalo. We have...

 

Sunday, July 15, 2018

It's a difficult topic to address, but all families need to have a discussion about caregiving. About one-third of U.S. adults are currently caring for another adult and that number is only expected to grow. Before your family finds...

 

Wednesday, July 11, 2018

Happy Summer and Happy Dog Days! Catherine and I recently returned from a trip to Toronto where we spent most of a week in that fair city with about 24,000 of our Rotary Family for the 2018 Rotary International Convention. It was a...

 

Thursday, June 21, 2018

Summer is here! And it's time for your Summer Key Planning & Investment Deadlines postcard. Every quarter, I like to send clients, family, and friends a reminder postcard of all the key financial deadlines heading our way over the next...

 

Tuesday, June 12, 2018

Wow, can you believe it? June, already! How did that happen? June is such an interesting month, almost halfway through the year, graduations, summer vacations and warmer, drier (unless you live in Central Virginia this year!) and the...

 

Sunday, June 10, 2018

As we grow older, it is important to think about the legacy we want to leave behind. This isn't always an easy thing to do but it is necessary to ensure that you can pass your wisdom, insights, and values to the next generation....

 

Thursday, May 24, 2018

Today is a day to reflect and to remember the sacrifices that a few have made that give us the freedoms we have today. I suspect that for most of us the meaning of Memorial Day Is not as personal as it was during times past. Because...

 

Sunday, May 13, 2018

While a 401(k) and Roth IRA both provide a tax shelter for your client's retirement savings today and a source of income in retirement, there are also key differences in how these two plans work. Helping your clients understand the...

 

Friday, May 11, 2018

I do hope that May has finally ushered in springtime here in Central Virginia (or should I say summertime?). I have lived in many places, but I must say that living here in Central Virginia is always a weather surprise. Less than a...

 

Tuesday, April 10, 2018

Welcome to April! It is hard to believe that Spring has finally sprung! Snow has raised its ugly head again twice in Central Virginia while the pollen count is continuing to climb. Like the weather the markets seem to have a mind of...

 

Monday, March 12, 2018

Can you believe it is almost Spring? I don't know about you but I for one will be glad to see Winter in the rearview mirror. Our furnace has run almost non-stop since December and that is with a setting of 67 degrees! Between the cold...

 

Wednesday, February 7, 2018

I know I just posted my Financial Insight for February, but in light of the recent return to volatility in the market, I felt it was important to reach out with some basic information about market performance, economic strength and our...

 

Friday, February 2, 2018

Retirement…. What do you think of when you hear that word? How does it make you feel? This month we will be talking about some of the myths surrounding retirement in the 21st Century. As we move through the year remember those...

 

Friday, January 5, 2018

“Don't tax you, don't tax me, tax that fellow behind the tree,” quipped Senator Russell Long, who chaired the powerful Senate Finance Committee from 1966 to 1981

 

Friday, December 8, 2017

Leaping ahead Good Morning! Thanksgiving is fading into the rear-view mirror, Christmas is fast approaching, and we are quickly running out of 2017! What a great year this has been on so many levels. Personally, Catherine and I had...

 

Friday, November 10, 2017

Good Morning Friends, November 11th is the day we as a country have set aside to honor those men and women who have served us in our Military over the years. Today, we have the honor, privilege and responsibility to acknowledge and...

 

Thursday, November 9, 2017

Good Morning! Hard to believe we are through the first week of November and that daylight savings time and the election f 2017 are in the rearview mirror. Catherine and I are knee deep into winter holiday preparation and are looking...

 

Monday, October 9, 2017

Well here we are, the 4th Quarter , the beginning of Autumn and it is still in the 80’s on a regular basis! This is an interesting time of year for sports fans, Baseball, Football, Hockey and soon Basketball are all going on in...

 

Tuesday, September 12, 2017

5 Retirement Questions You Should Ask Yourself As I sit writing this, I am experiencing many emotions. First is relief that I have heard from most of my family and friends in Florida who were impacted by Hurricane Irma. Next is some...

 

Friday, August 11, 2017

Wow, hard to believe that it is the middle of August. Hopefully you had the opportunity to take some time to spend on relaxation, recreation and got some much-needed downtime. Catherine and I spent a lot of time with family and friends...

 

Thursday, July 27, 2017

GLOBAL VIEW ANNOUNCES NEW PARTNERSHIP WITH DIGITAL INVESTMENT ADVISER July 20, 2017 – Waukesha, WI Here at Global View Capital Management, we have an exciting announcement to make regarding an exciting new partnership with...

 

Friday, July 7, 2017

Good Morning! Hard to believe it, but SUMMER is here. I hope you did something special for the 4th of July Holiday. We were fortunate to spend it with some Rotary friends in a very relaxed BBQ. Catherine and I had a great June,...

 

Wednesday, June 7, 2017

Well it is hard to believe that we are at the halfway through the year, that the summer solstice is fast approaching and the before we know it Labor Day will be here. Wow! By the time you read this, Catherine and I will be at the...