Broker Check

Steven P Sorensen

Welcome to the website for the Idaho Falls office of Global View Capital Advisors.  If you'd like to schedule an appointment with one of our advisors please call us at (208) 528-0846.

Investment Philosophy

Since 2002, the US has been in a long-term secular bear market that some have described as the lost decade. Although the US is still the largest economy on earth in GDP terms; chronic deficits, unsustainable debt, and the global banking crisis since 2008 have called into question the viability of the traditional "Buy, Hold, & Hope" investment philosophy. As we enter our second decade of low returns investors are demanding both a DEFENSIVE approach that protects on the downside while providing OFFENSIVE strategies for growth of their portfolios.

Compound Interest

Compound interest can be intimidating at first glance, however it can be simplified by focusing on two things: INTEREST RATE, and TIME.

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Get Started Now!!!

If you're starting from scratch, it takes TIME to get your account big enough.  The sooner you get started, the less you'll have to put away.

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Client Centered

Here's a little lesson on math: when your investments go down 50% you have to gain 100% just to break-even and that takes precious TIME.

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Have you ever wondered how much money you'll need for retirement?

In this video we will look at a simple way to calculate how much money you will need to retire, and provide you with a simple tool to do so.

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Helpful Content

Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.