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401(k) Compliance Made Easy: Tips for Administrators to Ensure Regulatory Adherence

Managing a 401(k) plan comes with significant responsibility, especially when it comes to ensuring compliance with complex regulations set by the Department of Labor (DOL)Read More »
November 4, 2024 Posted in401k's for Businesses
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The Role of a 401(k) Administrator in Streamlining Retirement Planning for Businesses

When it comes to offering a retirement plan for employees, businesses often turn to a 401(k) plan as a key component of their benefits package.Read More »
October 28, 2024 Posted in401k's for Businesses
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Maximizing Employee Benefits: How Administrators Can Optimize 401(k) Plans

Offering a 401(k) plan is one of the most valuable benefits a business can provide its employees. However, simply offering a 401(k) plan is notRead More »
October 21, 2024 Posted in401k's for Businesses
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Navigating the Basics: A Comprehensive Guide to 401(k) Administration for Business Owners

As a business owner, offering a 401(k) plan can be a great way to attract and retain talented employees while providing them with a valuableRead More »
October 15, 2024 Posted in401k's for Businesses
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Why 401(k) Plan Administrators Should Regularly Benchmark Their Plan

As a financial advisor and fiduciary, ensuring the best interests of your employees is paramount. One of the most critical responsibilities for a 401(k) planRead More »
October 7, 2024 Posted in401k's for Businesses
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Financial Advisor vs. Portfolio Manager: Understanding the Key Differences

When it comes to managing your wealth, you may come across two distinct professionals: financial advisors and portfolio managers. While they both play crucial rolesRead More »
September 30, 2024 Posted inActive & Tactical Management
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Choosing the Best Portfolio Management Strategy: Active vs. Passive vs. Hybrid

As a financial advisor or fiduciary, selecting the right portfolio management strategy is crucial to achieving your clients' investment goals and managing risk. The debateRead More »
September 23, 2024 Posted inActive & Tactical Management
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How to Make Money in Stocks: A Guide to Investing for Financial Advisors and Fiduciaries

As a financial advisor, fiduciary, or individual investor, understanding how to make money in stocks is crucial to building wealth and achieving financial goals. ThereRead More »
September 16, 2024 Posted inActive & Tactical Management
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What’s a Good Expense Ratio? Understanding the Costs of Investing

As a financial advisor, fiduciary, or individual investor, understanding the costs associated with investing is crucial to making informed decisions. One key metric to evaluateRead More »
September 9, 2024 Posted inActive & Tactical Management
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Index Funds: Passive or Active? Uncovering the Truth

As a financial advisor, fiduciary, or individual investor, understanding the investment strategy and management approach of index funds is crucial to making informed decisions. TheRead More »
September 6, 2024 Posted inActive & Tactical Management
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The 7-Step Portfolio Process: A Comprehensive Guide for Financial Advisors and Fiduciaries

As a financial advisor and fiduciary, creating a robust portfolio management framework is crucial to meeting your clients' investment goals and objectives. The portfolio processRead More »
August 26, 2024 Posted inActive & Tactical Management
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The Portfolio Manager Lifecycle: From Launch to Legacy

As a financial advisor and fiduciary, understanding the lifecycle of a portfolio manager is crucial to supporting your clients' investment goals. From launching a newRead More »
August 19, 2024 Posted inActive & Tactical Management
man walking into a laptop computer with money on the ground all around him.

Uncovering the Truth: Are Mutual Funds Active or Passive?

As a financial advisor and fiduciary, understanding the investment products you recommend to your clients is crucial. One popular investment vehicle is mutual funds, butRead More »
August 12, 2024 Posted inActive & Tactical Management
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Uncovering the Truth: How to Determine if a Fund is Active or Passive

As a financial advisor and fiduciary, understanding the investment products you recommend to your clients is crucial. One essential aspect to consider is whether aRead More »
August 5, 2024 Posted inActive & Tactical Management
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Uncovering the Truth: Are ETFs Passive or Active?

As a financial advisor and fiduciary, understanding the investment products you recommend to your clients is crucial. One popular investment vehicle is Exchange-Traded Funds (ETFs),Read More »
July 29, 2024 Posted inActive & Tactical Management
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Global View Capital Advisors
Office: (262) 230-1095
Fax: (262) 650-1085

N14W23833 Stone Ridge Drive, Ste 350
Waukesha, WI 53188

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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.