Showing results for "accounts"
Streamline the process of consolidating assets, buying and selling securities, and managing cash flow to cover expenses and pay taxes. Begin by learning how easy it is to open an account. Trust Account With a Trust Account, you can plan ahead and simplify the management and protection of your assets. Estate Account An Estate Account [...]
We can manage certain types of eligible 401(k) retirement accounts and the following types of retail Brokerage Accounts: Individual or joint tenants with rights of survivorship (JTWROS) taxable accounts. Traditional IRAs. Roth IRAs. Rollover IRAs. SEP IRAs Inherited IRAs Trust accounts Business Brokerage accounts SIMPLE IRAs Personal Defined Benefit Plans Company Retirement Accounts Custodial accounts [...]
Video Tune in and subscribe to our YouTube Video Channels and stay up-to-date on current economic and financial news and events. Watch videos youtube.com/@charitableaccounts
Audience: All
All portfolios are equal-weighted(unless otherwise stated). For the purpose of demonstration, all portfolios assume a starting balance of $10,000 U.S. Many Coire accounts have a minimum investment of $1,000 U.S. Portfolios with a launch date of fewer than 5 years are backtested. Trailing return and volatility are calculated as of the last full calendar [...]
The best way to compare Core accounts to mutual funds or ETFs is to think of Core as a selection of low-fee, tax-efficient, diversified sub-accounts that, when grouped together, have the potential to create an entire investment portfolio, but without the added expense fees, additional 12b-1 fees, or other related fees.1 Most importantly, Core [...]
We provide expertly managed ESG (Environmental, Social, Governance) and Sustainable Investing Accounts, catering to investors who aim to effect positive environmental and social change through their investment choices. By allocating capital into companies, organizations, and funds committed to ethical practices, we strive to produce tangible social and environmental benefits in tandem with financial gains. This [...]
Protect and manage your trust accounts assets. Availability For estates of any size and for most kinds of trusts. Benefits and features Full brokerage account options make it easy to manage and protect the assets within your trust account after your passing. Easy account consolidation Helps prepare for the distribution of your assets after death [...]
Account fees and minimums We offer a comprehensive range of investment options to meet a wide variety of goals. Trust accounts Custodial Fees: Monthly service fees: $0 Account opening minimum: $0 Commissions: $0 online listed stock and ETF commissions Management Fees: Based on total household assets. Estate accounts Custodial Fees: Monthly service fees: $0 Account [...]
For investment and wealth management clients, the significance of disability insurance cannot be overstated, particularly as a preemptive measure to safeguard one’s income stream against the unpredictable eventuality of a disability or injury rendering them unable to work. While it's true that certain employers offer disability insurance as part of their benefits package, it's crucial [...]
Integrating your investment account with your bank account is a prudent strategy for investment and wealth management clients, facilitating seamless financial management. This linkage enables the swift and secure online transfer of funds between accounts via a protected platform, enhancing the efficiency of managing your investments and liquidity. Our checking account options are designed with [...]
Individual Retirement Accounts (IRAs) are pivotal in strategic financial planning, offering a less taxing avenue to secure one's future. Traditional and Roth IRAs, while both serving the purpose of facilitating retirement savings, diverge in their tax treatment, providing flexibility to cater to different financial situations and goals. Traditional IRAs offer tax-deferred growth, meaning contributions may [...]
Core Target Date retirement accounts embody a strategic investment approach tailored to align with a specific retirement year, making them an essential tool for investors aiming for a precise retirement timeline. These funds automatically adjust their asset allocation, transitioning from aggressive to more conservative investments as the target retirement date approaches. Initially, the focus is [...]
Our firm delivers a comprehensive suite of financial planning services, addressing all facets necessary to manage and enhance your wealth effectively. Our financial planning encompasses a detailed strategy for retirement, education funding, budgeting, and cash flow management. We are dedicated to constructing a plan that is not only robust but also flexible, ensuring that it [...]
Tax-loss harvesting stands out as a savvy strategy for investors seeking to minimize their tax liabilities.
Platform: Podcast, MoneyBriefings
At Global Advisers, we understand the complexities and challenges of preparing for the rising costs of college education. Our comprehensive financial planning services are tailored to help families and individuals navigate this crucial phase with confidence and ease.
Platform: Investor Education, Planning for college, College Planning
Video Tune in and subscribe to our YouTube Video Channels and stay up-to-date on current economic and financial news and events. Watch videos youtube.com/@thewealthchannel
Audience: All
Videos Select a video topic Watch now Wealth Management Financial Planning Services Sustainable Investing Family Office Services Charitable Account Services The Wealth Channel [...]
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Life Events Life’s journey is marked by memorable and transformative events that shape us. Life's journey is marked by memorable and transformative events that shape us. Financial planning is the compass guiding individuals and families through life's events, ensuring financial security and achieving meaningful goals. Get Started Discover Financial Planning at Global [...]
Audience: Personal Investors
Divorce Planning Empower your fresh start with well-prepared divorce planning. Empower your fresh start with well-prepared divorce planning. Navigate your divorce with confidence. Our expert planning services provide clarity, security, and a path to a fresh start. Get Started Discover Divorce Planning at Global Advisers Our divorce planning services provide critical financial [...]
Audience: Personal Investors
Estate Planning Preserving wealth and shaping your family’s financial future. Preserving wealth and shaping your family's financial future. Empower your financial legacy. Our services safeguard assets, reduce tax burden, and guarantee a seamless transfer to secure your family's future. Get Started Discover Estate Planning at Global Advisers Discover Estate Planning at [...]
Audience: Personal Investors
Retirement Planning Securing Your Tomorrow, Today – Your Retirement Planning Partner. Securing Your Tomorrow, Today – Your Retirement Planning Partner. Solutions to help you optimize your retirement Get Started Discover Retirement Planning at Global Advisers Retirement planning services offer a comprehensive approach to securing a financially stable future post-employment. Expert advisors employ [...]
Audience: Personal Investors
College Planning Global Advisers College Planning – Empowering Dreams, Shaping Futures. College planning is the roadmap to a future where dreams become degrees. Explore our college planning services and learn more about how we can help you plan for college and beyond. Get Started Discover College Planning at Global Advisers Discover [...]
Audience: Personal Investors
The thought of saving for college tuition is daunting. The afterthought of not saving for it can be devastating. Where we add value: Personalized College Savings Advice: Providing specialized, ongoing investment guidance tailored to your college saving goals. Long-Term Investment Approach: Advocating for a strategic, long-term investment strategy to accumulate funds for education. Dedicated College [...]
Health Savings Accounts(HSA) are one of the many ways you can manage health care costs. Where we add value: Tailored Healthcare Financial Guidance: Providing expert, ongoing advice customized to manage healthcare expenses effectively. Strategic Healthcare Cost Management: Developing strategies for healthcare cost management and insurance optimization. Comprehensive Financial Strategy for Healthcare: Incorporating health savings accounts [...]
The Explorer Large Cap Growth account invests primarily in large U.S. companies that are projected to grow faster than other large-cap stocks. Stocks in the top 70% of the capitalization of the U.S. equity market are defined as large-cap. Growth is defined based on fast growth (high growth rates for earnings, sales, book value, and cash flow) and high valuations (high price ratios and low dividend yields). The account manager focuses on companies in rapidly expanding industries.
An investing account tailored to the unique needs of businesses, organizations, and family wealth.
Audience: Small Business
Our easy-to-use investment calculators and retirement tools can help you strengthen your financial strategy
Audience: All
In a few simple steps, you can create a core account that is diversified, tax-efficient, and easy on your wallet.
Audience: Personal Investors
Helping independent financial advisors and professionals serve clients and build their business
Audience: Financial Professionals
We help our clients pursue their financial goals through careful advice, astute investment management, and access to the capabilities and network of Global Advisers. You will be an important part of a highly collaborative and intellectually stimulating environment, and you will become part of a team that helps you succeed.
Audience: Careers
You have a goal. We have an account to help you reach it. Learn more about IRA and Retirement, Brokerage, Small Business, UGMA and Custodial accounts, 529 Plans, and accounts for Trust and Estate Planning.
Audience: Personal Investors
Our investment philosophy entails many different types of strategies, all of which are designed to help our clients achieve their financial goals.
Audience: Personal Investors
Global Advisers is committed to helping investors of all levels achieve investing success. We combine deep and broad expertise, global perspectives, and dedication to a long-term investing style that places investor interests first.
Audience: Personal Investors
We believe capital benefits all of society. By doing the right thing, putting clients first, leading with innovative ideas, and committing to diversity and inclusion, we help our clients through the use of capital.
Audience: All
What if we told you that altruism is something that needs to be managed?
Audience: Personal Investors
Our banking solutions include high-yield checking, savings, CDs, bill pay, home loans, and debit Mastercard© to help you manage and save your money.
Audience: Personal Investors
Galleon Asset Management provides a low-fee investing option that covers all asset classes, sectors, and industries.
Audience: Personal Investors
Your personal values matter. Does your investment account reflect them? Your investment portfolio should make a statement about your social and environmental views.
Audience: Small Business
For businesses with excess capital, a business investment account allows you to invest in the global financial markets. You can select to manage the account yourself or apply for a professionally managed account.
Audience: Small Business
Leverage sophisticated business, corporate, and executive services designed to help achieve your professional and personal financial goals.
Audience: Small Business
Businesses have unique financial goals that require strategy, perseverance, and planning.
Audience: Small Business
Low-fee investing options for businesses covering all asset classes, sectors, and industries.
Audience: Small Business
Galleon Core accounts are for investors who seek a low-fee option to invest in the stock, bond, and commodity markets, and do not seek additional services such as financial or estate planning, wealth management services, managed philanthropy, or retirement planning. Investors in need of these types of services should contact us to talk about [...]
Keeping your costs under control – greater cost savings can help you build more wealth over time. Making investing more affordable for everyone- Galleon Core accounts combine 0.0% expense ratios with low management fees and 0.0% 12b-1 or other hidden fees. Expense ratios that are, on average, 100% lower than mutual funds or ETFs with comparable [...]
Asset classes represent different segments of the economy and the financial markets. For example, the taxable bond asset class is comprised of debt securities such as U.S. Government bonds and Corporate bonds, whereas the international equity asset class includes stocks of publicly traded companies that are not based in the United States. Similar to [...]
The new year saw new federal legislation (SECURE ACT 2.0) enacted to make it easier for retirement plan participants to save even more, and to make it easier for plan sponsors to offer plans.
Platform: Investor Education, Enjoying your retirement
Get help maintaining or updating your contact information, beneficiaries, bank accounts, and more. Your Custodian Is... Charles Schwab & Co., Inc. Login to your account follow these instructions For support, call 1-800-435-4000 Interactive Brokers, LLC Login to your account follow these instructions For support, call 1-866-694-2754, option #2
This article focuses on retirement tax strategy optimization, and why it’s important to think about how your different sources of income, such as Social Security, retirement, and other assets, interact.
Platform: Investor Education, Planning for your retirement
As 2022 draws to a close and preparations are made for the coming year, we have compiled a list of five strategies that can assist you in maximizing your savings, minimizing your tax burden.
Platform: Investor Education, Managing your finances
Despite a very difficult economy, investors made a significant global philanthropic impact, donating billions of dollars to charitable causes worldwide. However, as we approach the end of the year, the globe is still fraught with difficulties.
Platform: Investor Education, Managing your finances, Investment Management
Until 2023, if you’re under age 50, you can contribute up to $6,500 to one or more IRA accounts. If you are 50 or older, the limit is slightly higher ($7,500). *
Platform: Investor Education, Planning for your retirement
Breaking into the investing world can be daunting. After all, it’s normal to hesitant when doing something new. But what to do when the market turns upside down?
Platform: Investor Education, Markets and the economy
Our allocation models can determine how much you want to invest in stocks or bonds.
Audience: All
Explore our articles to learn more about investing, saving, and the financial markets.
Audience: All
When it comes to investing your own money, you shouldn’t have to tradeoff performance for fees or value for trust. Building a portfolio requires time, patience, and the right strategy. iCore, or Intelligent Core, provides a foundation to pursue specific investment goals.
Platform: Investor Resources
Advice, unconflicted Access to the GlobalAdvisers.com Web site defined below is provided by Global Advisers (GA). For purposes of this agreement, “GA” shall mean Global Advisers, LLC. and its affiliates, and their officers, directors, managing directors, partners, and employees. The “GA Web site” shall mean the Web [...]
As our reliance on the internet and digital devices for business and personal use increases, so do opportunities for criminals seeking to steal information for financial gain.
Take some time to learn more about our solutions for individuals and businesses, including planning, investing, retirement, debt, cash flow, employee retention, and managed philanthropy.
Audience: Personal Investors
Core account features are based on investor feedback. Things like fees, quality, and management came a close second to trust and relationships. We took all of these into consideration to create accounts that are tax-efficient, diversified, and easy on your wallet.
Audience: Personal Investors
At Global Advisers, you have options. You can partner with us and we will provide comprehensive advice and services for your wealth, money, and investments, or you can do it yourself. Either way, we are here to help you make informed decisions about your financial future.