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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 Active & 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 Active & Tactical Management

persons hand with a jar of coins and another hand adding coins to the jar

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 Active & 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 Active & Tactical Management

a large glass bowl with change and paper money with an old man sitting next to it looking in.

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 Active & Tactical Management

people walking up stairs to a financial institution

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 Active & Tactical Management

man walking with a circle of tasks around him

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 Active & 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 Active & Tactical Management

Glass dome with a light on inside of it.

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 Active & Tactical Management

man standing on edge of building looking outward

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 Active & Tactical Management

people sitting at a big table with their laptops

Mastering Portfolio Management: 5 Essential Techniques for Financial Advisors and Fiduciaries

As a financial advisor and fiduciary, effective portfolio management is crucial to achieving your clients' financial goals. By employing the right techniques, you can optimizeRead More »

July 22, 2024 Active & Tactical Management

man in middle of road contemplating what side to follow

Active vs Passive Portfolio Management: Which Approach Reigns Supreme?

As a financial advisor and fiduciary, one of the most critical decisions you'll make for your clients is choosing between active and passive portfolio management.Read More »

July 15, 2024 Active & Tactical Management

Picture of a globe, clock and other objects someone is trying to navigate around.

Navigating Portfolio Management: Understanding the 4 Types of Investment Strategies

As a financial advisor and fiduciary, it's essential to understand the different types of portfolio management to provide the best possible guidance for your clients.Read More »

July 8, 2024 Active & Tactical Management

Active vs. Tactical Management: Navigating the Investment Ocean with Your Financial Advisor or Financial Planner

Feeling lost in the vast ocean of investments? Don't worry, you're not alone! Many investors struggle to choose the right course, especially when it comesRead More »

July 1, 2024 Active & Tactical Management

Woman talking with man about 401k rollover

Navigating the Timeline: How Long Does It Take to Roll Over Your 401(k) into an IRA?

If you're considering rolling over your 401(k) into an Individual Retirement Account (IRA), you may be wondering: How long does the process typically take? Let'sRead More »

June 24, 2024 401k/Rollover Questions

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Contact

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.