In The News

It’s great to hear that you’re focused on making finance more accessible and understandable for everyone. I’m here to help with any questions or topics related to finance that you might be interested in. Whether it’s about investing strategies, budgeting tips, retirement planning, or any other financial topic, feel free to let me know what specific information or guidance you’d like me to provide, and I’ll do my best to assist!

Flyer with sports, music instruments and other items surrounding a flyer.

Beyond Tuition: How 529 Plans Can Cover More Than Just College Costs

529 Plans: Your Versatile Education Savings SolutionWhen most people think of 529 plans, they picture a savings account solely for college tuition. However, 529 plansRead More »
February 17, 2025Tags: , Posted inEducational Savings Plans/Options
Husband and wife sitting at table with children planning for college savings

College Savings Made Simple: Your Step-by-Step Guide to Planning Ahead

Setting Your Child Up for Success: Why College Savings Matter Saving for college can feel overwhelming, but it doesn’t have to be. Whether you're aRead More »
February 10, 2025Tags: Posted inEducational Savings Plans/Options
Family sitting with Financial Advisor at a table planning for college savings

The Pros and Cons of a 529B Savings Plan: A Smart Choice for Your Education Savings?

What Are the Pros and Cons of a 529B Savings Plan?When planning for your child’s education, it’s essential to choose a savings option that balancesRead More »
February 3, 2025Tags: Posted inEducational Savings Plans/Options
scale with the words Pros on the left and Cons on the right.

Weighing the Pros and Cons of an Education Savings Account (ESA): Is It Right for Your Family?

What Are the Pros and Cons of an ESA (Education Savings Account)? Saving for your child’s education is a top priority for many families, butRead More »
January 27, 2025Tags: , Posted inEducational Savings Plans/Options
Hard cover book sitting on desk that reads "529B Savings Plan"

Everything You Need to Know About the 529B Savings Plan: A Smart Way to Fund Education

What is a 529B Savings Plan and How Does It Work? As education costs continue to rise, many parents and guardians are turning to tax-advantagedRead More »
January 20, 2025Tags: Posted inEducational Savings Plans/Options
Business man at a conference table with a piggy bank in front of him and people surrounding him.

What is an ESA (Education Savings Account) and How Does It Work?

What is an ESA (Education Savings Account) and How Does It Work?When it comes to planning for your child’s education, the rising costs of tuitionRead More »
January 13, 2025 Posted inEducational Savings Plans/Options
Split screen with 529 Plan on the left and ESA on the right.

529 Plan vs. Education Savings Account: Which One is Right for Your Family?

529 Plan vs. Education Savings Account: Which One is Right for Your Family?As education costs continue to soar, saving for your child’s future is moreRead More »
January 3, 2025 Posted inEducational Savings Plans/Options
Computer screen with a chart on it in which it grows as it moves to the right.

Digital Tools for 401(k) Administration: Enhancing Efficiency and User Experience

Embracing Digital Transformation in 401(k) AdministrationThe retirement planning landscape is evolving, and digital transformation is reshaping 401(k) administration. For administrators, managing a 401(k) plan meansRead More »
December 30, 2024Tags: , , Posted in401k's for Businesses
Business desk with papers and folders spread out.

Simplifying Investment Options: A Guide for 401(k) Administrators

Why Simplifying Investment Options Matters for 401(k) SuccessManaging a 401(k) plan involves balancing the needs of the company with the best interests of employees. OneRead More »
December 23, 2024 Posted in401k's for Businesses
Woman at head of conference table speaking with people sitting around it.

Matching Contributions and Beyond: Enhancing 401(k) Benefits for Businesses

Why Enhancing 401(k) Benefits Matters for Business SuccessFor many businesses, offering a 401(k) plan with matching contributions is a tried-and-true strategy for attracting and retainingRead More »
December 16, 2024 Posted in401k's for Businesses
Business man sitting at desk looking at papers making a decsion.

Common Pitfalls in 401(k) Administration and How to Avoid Them

Why Avoiding Pitfalls in 401(k) Administration MattersAs a 401(k) plan administrator, you play a critical role in helping employees secure their financial futures. However, evenRead More »
December 9, 2024 Posted in401k's for Businesses
Woman reviewing paperwork at her desk.

Employee Engagement and 401(k) Success: Strategies for Administrators

Introduction: Why Employee Engagement is Key to 401(k) SuccessEmployee engagement is more than just a buzzword—it’s the cornerstone of a successful 401(k) plan. When employeesRead More »
December 2, 2024 Posted in401k's for Businesses
Business woman in office looking at papers.

401(k) vs. Other Retirement Plans: An Administrator’s Perspective

Introduction: Why Choosing the Right Retirement Plan MattersAs a retirement plan administrator, your responsibility is to offer retirement options that align with employees' needs andRead More »
November 25, 2024 Posted in401k's for Businesses
Man and woman talking in front of a laptop.

Unlocking Tax Advantages: A Guide to 401(k) Administration for Small Businesses

Why Small Businesses Should Consider a 401(k) PlanFor small businesses, offering a 401(k) plan can be a game-changer. Not only does it provide valuable benefitsRead More »
November 18, 2024 Posted in401k's for Businesses
Group of Financial Advisors sitting around a conference table.

Crafting a Winning Employee Retirement Strategy: Insights for 401(k) Administrators

Introduction: Why Employee Retirement Strategies Matter for 401(k) AdministratorsIn today's competitive job market, offering a robust retirement plan is not just a benefit—it's a necessity.Read More »
November 11, 2024 Posted in401k's for Businesses
1 2 3 4 5 6

Contact

Global View Capital Advisors
Office: (262) 230-1095
Fax: (262) 650-1085

N14W23833 Stone Ridge Drive, Ste 350
Waukesha, WI 53188

Series 65 & Life Insurance

Linkedin

Quick Links

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Ryan Peca to provide information on a topic that may be of interest.  The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Global View Capital Management (GVCM) is an affiliate of Global View Capital Advisors (GVCA). GVCM is a SEC Registered Investment Advisory firm headquartered at N14W23833 Stone Ridge Drive, Suite 350, Waukesha, WI 53188-1126. 262.650.1030. Ryan Peca is an Investment Adviser Representative (“Adviser”) with GVCM. Additional information can be found at www.adviserinfo.sec.gov If an Insurance Agent of GVCI: Global View Capital Insurance Services (GVCI) is an affiliate of Global View Capital Advisors (GVCA). GVCI services offered through Experior Financial Group, ASH Brokerage, and/or PKS Financial. GVCI is headquartered at N14W23833 Stone Ridge Drive, Suite 350, Waukesha, WI 53188-1126. 262-650-1030. Ryan Peca is an Insurance Agent of GVCI.

The opinions shared here do not necessarily represent the view of GVCM or any of its affiliates.