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Archive for December, 2014

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Ken Moore Awarded 5-Star Rating on Paladin Registry

Global View is pleased to announce that partner Ken Moore CFP has been accepted into the Paladin Registry. Ken was awarded a 5 Star Quality rating, the highest available from the service. Paladin Registry has been researching and rating advisory services nationwide since 2003. According to the Paladin Registry website, Wall Street employs…

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Tis The Season…For Charitable Giving!

U.S. Trust publishes annual statistics on how and why high-net worth families give to charity.  The Executive Summary is always insightful, providing a wealth of statistics into what drives wealthy donors to give and what strategies they use to prioritize and distribute their charitable giving dollars.  For those readers interested,…

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