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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!

Rolling Over Your 401k Like a Pro

Don’t Fear the Form: Rolling Over Your 401k Like a Pro (Even if You’re Not One)

Leaving a job can be exhilarating, but it can also leave you staring at a mountain of paperwork, including the dreaded 401(k) rollover. Don't letRead More »
April 8, 2024 Posted in401k/Rollover Questions
Man in business suit sitting and thinking about what to do with his 401k.

401(k) Dilemma: Roll Over to Your Financial Advisor?

Leaving your job can be a whirlwind of emotions, and amidst the packing boxes and goodbyes, one crucial question looms: What to do with yourRead More »
April 1, 2024 Posted in401k/Rollover Questions
Customer sitting across from a financial advisor and talking

Transparent Trust: Building a Foundation for Financial Success with Your Financial Advisor

In the turbulent waters of personal finance, trust is the anchor that keeps you afloat. And when it comes to navigating these choppy waters, yourRead More »
March 25, 2024 Posted inFinancial Advisor Questions
Man looking at paperwork thinking of questions to ask his financial advisor.

Navigating Financial Success: Key Questions to Ask Your Financial Advisor Annually

Let's face it, managing finances can be a complex dance. Between navigating the ever-changing market, juggling budgets, and planning for the future, it's easy toRead More »
March 18, 2024 Posted inFinancial Advisor Questions
Setting Realistic Expectations for Returns with a Financial Advisor

Unlocking Financial Potential: Setting Realistic Expectations for Returns with a Financial Advisor

What Return Should I Expect From a Financial Advisor?In today's complex financial landscape, navigating the investment world can be a daunting task. This is whereRead More »
March 11, 2024 Posted inFinancial Advisor Questions
Understanding the Percentage of Americans with Financial Advisors

Financial Guidance Across America: Understanding the Percentage of Americans with Financial Advisors

In the dynamic landscape of personal finance, understanding the prevalence of financial advisors among Americans is key. This blog post delves into the statistics, sheddingRead More »
March 5, 2024 Posted inFinancial Advisor Questions
Recognizing Red Flags in a Financial Advisor

Navigating the Waters: Recognizing Red Flags in a Financial Advisor

Estate planning is a cornerstone of comprehensive financial management, playing a vital role in securing your family's financial future. In this blog post, we'll delveRead More »
February 26, 2024 Posted inFinancial Advisor Questions
Crucial Role of Estate Planning in Securing Your Familys Future

Wealth Legacy: The Crucial Role of Estate Planning in Securing Your Family’s Future

Estate planning is a cornerstone of comprehensive financial management, playing a vital role in securing your family's financial future. In this blog post, we'll delveRead More »
February 19, 2024 Posted inFinancial Advisor Questions
Navigating Net Worth Milestones - A Guide to Financial Well-Being at Every Age

Navigating Net Worth Milestones: A Guide to Financial Well-Being at Every Age

Determining what constitutes a "good" net worth at different stages of life is a nuanced endeavor. Individual circumstances, goals, and lifestyle choices play significant roles.Read More »
February 12, 2024 Posted inFinancial Advisor Questions
How Financial Advisors are Compensated for Their Services

Unveiling the Landscape: How Financial Advisors are Compensated for Their Services

The world of financial advising is accompanied by a variety of compensation structures that can be both intricate and nuanced. Understanding how financial advisors areRead More »
February 5, 2024 Posted inFinancial Advisor Questions
Instances When You Might Not Need a Financial Advisor

Knowing When to Go Solo: Instances When You Might Not Need a Financial Advisor

Embarking on your financial journey prompts important decisions, and one crucial choice is whether to enlist the services of a financial advisor. While these professionalsRead More »
January 29, 2024 Posted inFinancial Advisor Questions
Determining the Right Time to Engage a Financial Advisor

Determining the Right Time to Engage a Financial Advisor Based on Net Worth

Navigating the complex world of personal finance is a challenging task, and many individuals wonder at what point in their financial journey they should considerRead More »
January 22, 2024 Posted inFinancial Advisor Questions
Pros and Cons of a Financial Advisor

The Pros and Cons of Hiring a Financial Advisor:  Is it Worth it?

Having a financial advisor can be incredibly beneficial for many people, but it is important to weigh the pros and cons before making a decision.Read More »
January 15, 2024 Posted inFinancial Advisor Questions
Investor thinking of a Financial Advisor

Does an Average Person Need a Financial Advisor?

Financial decisions play a critical role in everyone's life, and many individuals grapple with the question of whether they should seek professional guidance from aRead More »
January 9, 2024 Posted inFinancial Advisor Questions
Individual thinking about a Financial Advisor

Is a Financial Advisor Valuable?

A financial advisor can be a valuable asset in helping you achieve your financial goals. Whether you’re saving for retirement, buying a house, or planningRead More »
January 1, 20240 Posted inFinancial Advisor 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.