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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 Posted inActive & Tactical Management
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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 Posted inActive & Tactical Management
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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 Posted inActive & Tactical Management
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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 Posted inActive & Tactical Management
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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 Posted in401k/Rollover Questions
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Timing Your 401(k) to IRA Conversion: A Comprehensive Guide

Are you pondering the optimal timing for converting your 401(k) to an Individual Retirement Account (IRA)? It's a significant decision that can impact your retirementRead More »
June 17, 2024 Posted in401k/Rollover Questions
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Demystifying the 60-Day Rule: A Guide to Rollovers and Your 401(k)

If you're considering rolling over your 401(k) into another retirement account, you may have encountered the term "60-day rule." But what exactly does it mean,Read More »
June 10, 2024 Posted in401k/Rollover Questions
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Understanding the Costs of Transferring Your 401(k) to an IRA: A Comprehensive Guide

Are you considering transferring your 401(k) to an Individual Retirement Account (IRA), but concerned about the potential costs involved? It's a common query among individualsRead More »
June 3, 2024 Posted in401k/Rollover Questions
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Maximizing Your Retirement Strategy: Rolling Your 401(k) into an IRA While Still Employed

Many individuals wonder whether it's possible to roll their 401(k) into an IRA while still employed. This strategic move can offer greater flexibility, control, andRead More »
May 27, 2024 Posted in401k/Rollover Questions
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Navigating Financial Crossroads: Is Cashing Out Your 401(k) After Leaving a Job a Wise Move?

Leaving a job often prompts individuals to reassess their financial strategies, and one common question that arises is whether it's smart to cash out aRead More »
May 20, 2024 Posted in401k/Rollover Questions
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Navigating Your 401(k) After Leaving a Job: Timely Insights for a Secure Financial Future

Leaving a job comes with a myriad of decisions, and one crucial aspect is managing your retirement funds, particularly your 401(k). In this guide, we'llRead More »
May 13, 2024 Posted in401k/Rollover Questions
Man and woman looking at paper to determine best solution moving forward.

Unlocking Your Financial Future: Choosing the Best Destination for Your 401(k) Roll Over

In the realm of financial planning, one crucial decision many individuals face is what to do with their 401(k) when transitioning jobs or entering retirement.Read More »
May 6, 2024 Posted in401k/Rollover Questions
Picture of a bar graph rising with a person running across it as he navigates his way

Navigating the Maze: Strategies to Avoid Tax Consequences for a Rollover IRA

Introduction: Embarking on the journey of a Rollover Individual Retirement Account (IRA) is a prudent financial move, but the potential tax consequences can be aRead More »
April 29, 2024 Posted in401k/Rollover Questions
man looking at computer thinking about disadvantages of a 401k rollover

Unveiling the Downsides: Disadvantages of Rolling Over Your 401(k) to an IRA

In the realm of financial planning, the decision to roll over a 401(k) to an Individual Retirement Account (IRA) is a pivotal choice that demandsRead More »
April 22, 2024 Posted in401k/Rollover Questions
man sitting at desk with hand on chin

Ditch the Shackles, Unleash the Gains: Why Rolling Your 401k is a Retirement Power Move

Congratulations on leaving your old job! You've escaped the fluorescent lights, the stale coffee, and the boss who couldn't tell a spreadsheet from a stapler.Read More »
April 15, 2024 Posted in401k/Rollover Questions
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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.