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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Bull BearThis proprietary gauge of current market conditions attempts to quantify both the technical health of the market and strategist opinion into one indexed value on a weekly basis. In essence, are we in a “Bullish” mode and...
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Tuesday, August 6, 2019
As I write this, Catherine and I are in New York (Buffalo to be exact), for our annual trek to visit her mom and take part in her Pendorf Family Reunion (107th!). Re-connecting with family and having a time to relax and recharge our...
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Friday, July 12, 2019
Catherine and I hope you had a safe and relaxing July 4th holiday. We were fortunate to be able to stay at home and take care of household chores. You know the normal things like upgrading our satellite service which required us...
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Thursday, June 13, 2019
Schools out for the summer! Hard to believe it is almost the middle of June. Summer officially kick off on Friday June 21st, and yet here it is barely 70 degrees and raining as it has done almost incessantly for almost a week now....
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Friday, May 17, 2019
May? How did that happen? Last time I looked April 15th was in the future and now just like that…. We are at the middle of May! We started off May with some nice weather but these past few days we seem to have reverted back to...
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Monday, April 8, 2019
April the 3rd and it was so cold this morning I had to scrape ice from the car windows! What a very strange start to Spring. Temperatures are up, temperatures are down in a roller coaster fashion very reminiscent of the way the market...
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Wednesday, March 13, 2019
Once again, the year is off to a fast start in so many ways. Spring is waiting to descend upon us with (we hope) longer days, warmer weather and some more green in the scenery. Catherine and I are busy with our Fork Union Military...
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Friday, February 15, 2019
Can you believe that January and half of February are behind us already? They seemed to have disappeared in a flash. Volatility appears to have returned and be ready to camp for a while. The good news is that 2018 is behind us! As I...
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Monday, January 14, 2019
Happy 2019! I hope everyone had a wonderful holiday season. Catherine and I spent a wonderfully relaxing time at home. This year we decided to travel the culinary world from the calm of our own kitchen. We prepared ethnic dishes from...
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Monday, December 17, 2018
A common tradition this holiday season is to give gifts to family and friends. Many also donate money and property to various causes and charities around this time of year. If you're interested in making a charitable donation this year...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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....
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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
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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...
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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...
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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...
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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...
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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...
Read MoreWow, 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...
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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...
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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,...
Read MoreWell 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...
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