Generational Wealth & Legacy Planning: Trusts, Values, and Visions
In an era defined by global volatility, technological disruption, and shifting demographics, the true measure of wealth is not merely accumulation, it is endurance. At
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The future of AI
From Hype to Fundamentals: A Market in Transition In the wake of a volatile and
What is Wealth Management?
Wealth Management is the process of providing financial services that address the needs of affluent
The Universe: The Next Financial Market?
Forget the traditional markets for a moment. A new frontier is opening up, and it’s
What is Asset Management?
Asset Management is the process of managing investments to increase wealth over time by buying,
What is a Financial Advisor?
A financial advisor is a professional who aids their clients in a variety of facets
What is a Fiduciary and What does that mean for you?
Here at JV Global Capital, we act as fiduciaries on behalf of our clients. However,
What is Investment Management?
Investment management is the professional management of a client’s investments to reach a specified goal.
What is Estate Planning?
Estate planning is the process of formulating arrangements for you and your assets in case
The Process of Building a Financial Plan
In financial planning, it is crucial to have a process put in place to ensure that all the necessary information is collected, and the financial plan remains up to date.
Defining Goals: One of the most important steps when it comes to forming a financial plan is to define your goals. As the saying goes “If a man knows not which port he sails, no wind is favorable”. The whole point of a financial plan is to achieve something that is currently not possible. A defined goal can help financial advisors develop strategies to reach the goal but also discover if there needs to be an adjustment to said goal.
What is a 3(21) Advisor?
A 3(21) advisor is a retirement plan co-fiduciary that helps the plan sponsors and participants
