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All That Glitters
Coming out of 2025, one of the most important signals we see is not in equities—but in precious metals, and particularly gold. We will review broad market valuations and opportunities across the spectrum as we consider the implications.
Equanimity
Dalio has been one of the best in creating a framework for making decisions and executing in the investment landscape over the last 50 years. Drawing on some of his recent work, and our other resources, we hope you find the picture that is developing helpful in planning for the achievement of your goals – no matter what transpires.
The Next Mile
We founded Global Vision Advisors because we believe that financial planning should be about life goals, not just investments. We help people define their ideal life and create a strategy to achieve it. Clear goals make risk management and investment decisions easier. This is the work we love. Keeping your goals in focus is crucial as we navigate the market.
June 2024 Newsletter
In response to the crisis around the coronavirus the Fed has expanded their balance sheet by $2.5 trillion since March and that number could reach $5.5 trillion. It is a massive experiment and will have consequences. Could it drive markets to all time new highs in the short-term even as the economy continues to decline? In a word, yes. Does that make it a sure thing or a good investment? No.
Be Here Now
We are interested in giving our clients the highest probability of success, and that is not always easy. If you want to take an income from your portfolio or make investments that have a high chance of performing well, it is critical to know your starting point. Instead of predicting the future, let’s just look at where we are.
Suggested Reads
Money: Master the Game – Tony Robbins
Money: Master the Game – Tony Robbins In Money: Master the Game, Tony Robbins combines motivational principles with financial education, drawing insights from interviews with some of the world’s most successful investors, including Ray Dalio and Warren Buffett. The...
Your Money or Your Life – Vicki Robin & Joe Dominguez
The Psychology of Money – Morgan Housel In The Psychology of Money, Morgan Housel explores how personal behavior, emotion, and mindset often matter more than technical knowledge when it comes to financial success. Through short, engaging stories, Housel demonstrates...
“Investing With Your Values” by Hal Brill, Jack Brill, and Cliff Feigenbaum
“Investing With Your Values” by Hal Brill, Jack Brill, and Cliff Feigenbaum Filled with practical advice about social investing, this book helps to dispel the myth that socially responsible investing is correlated with lower returns. The authors suggest the...
